+535.3%
VRT vs INVH
-9.6%
+544.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.4% | -5.2% |
| 7D | -7.7% | -3.1% | -4.6% | -7.2% |
| 30D | -12.0% | -7.5% | -4.5% | -10.9% |
| 3M | -11.7% | -6.3% | -5.4% | -11.1% |
| 6M | -8.1% | +9.4% | -17.5% | -11.8% |
| YTD | +53.2% | +1.4% | +51.8% | +50.2% |
| 1Y | +81.7% | -4.1% | +85.8% | +81.6% |
| All | +535.3% | -9.6% | +544.9% | +551.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling