+264.1%
VRSN vs INVH
+79.4%
+184.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -1.0% | -2.3% | +1.2% | -0.1% |
| 30D | -1.9% | -5.7% | +3.8% | +0.6% |
| 3M | +1.4% | -4.5% | +5.8% | +3.3% |
| 6M | +19.0% | +11.0% | +8.1% | +13.8% |
| YTD | +19.2% | +3.7% | +15.5% | +16.9% |
| 1Y | +1.7% | -2.8% | +4.5% | +2.4% |
| 3Y | +41.4% | -7.1% | +48.6% | +42.3% |
| 5Y | +31.7% | -19.4% | +51.1% | +39.6% |
| All | +264.1% | +79.4% | +184.7% | +188.2% |
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 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