+504.3%
VRTX vs INVH
+79.4%
+424.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | -6.4% | -2.3% | -4.1% | -5.7% |
| 30D | -0.5% | -5.7% | +5.2% | +1.4% |
| 3M | +16.9% | -4.5% | +21.4% | +18.5% |
| 6M | +13.1% | +11.0% | +2.1% | +8.9% |
| YTD | +14.9% | +3.7% | +11.3% | +12.9% |
| 1Y | +31.4% | -2.8% | +34.3% | +31.8% |
| 3Y | +51.9% | -7.1% | +59.1% | +52.4% |
| 5Y | +177.1% | -19.4% | +196.5% | +188.5% |
| All | +504.3% | +79.4% | +424.8% | +359.9% |
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