+169.8%
VRTX vs INVH
-20.1%
+189.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.6% |
| 7D | -7.8% | -3.1% | -4.7% | -6.9% |
| 30D | -2.8% | -7.5% | +4.6% | -0.7% |
| 3M | +18.1% | -6.3% | +24.4% | +20.1% |
| 6M | +3.1% | +9.4% | -6.4% | +0.2% |
| YTD | +13.5% | +1.4% | +12.1% | +12.5% |
| 1Y | +32.4% | -4.1% | +36.5% | +33.4% |
| 3Y | +50.0% | -9.2% | +59.2% | +51.4% |
| All | +169.8% | -20.1% | +189.9% | +185.3% |
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 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