+120.6%
VLO vs INVH
+1.1%
+119.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.6% | -9.4% | -5.0% |
| 7D | -6.0% | +3.1% | -9.0% | -5.2% |
| 30D | -12.9% | +5.8% | -18.7% | -11.7% |
| 3M | +18.3% | -8.5% | +26.8% | +16.7% |
| 6M | +46.4% | -1.3% | +47.8% | +46.6% |
| YTD | +127.7% | +2.6% | +125.2% | +129.5% |
| 1Y | +120.6% | +0.7% | +119.9% | +118.2% |
| All | +120.6% | +1.1% | +119.5% | +118.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling