+221.9%
VIK vs INVH
-13.0%
+234.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -1.8% | -3.1% | +1.3% | -0.5% |
| 30D | -17.3% | -7.5% | -9.8% | -14.6% |
| 3M | -5.1% | -6.3% | +1.2% | -2.7% |
| 6M | +16.2% | +9.4% | +6.8% | +10.8% |
| YTD | +17.6% | +1.4% | +16.2% | +15.7% |
| 1Y | +33.5% | -4.1% | +37.6% | +35.0% |
| All | +221.9% | -13.0% | +234.9% | +235.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling