+225.7%
VIK vs INVH
-13.1%
+238.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.9% | -3.0% | +2.1% | +0.4% |
| 30D | -18.4% | -7.5% | -10.9% | -15.7% |
| 3M | -8.8% | -5.5% | -3.2% | -6.9% |
| 6M | +17.1% | +11.7% | +5.4% | +10.8% |
| YTD | +19.0% | +1.3% | +17.7% | +17.1% |
| 1Y | +30.1% | -6.1% | +36.2% | +32.9% |
| All | +225.7% | -13.1% | +238.8% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling