+79.8%
VSAT vs INVH
+1.1%
+78.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +3.6% | -14.9% | -11.8% |
| 7D | -14.7% | +3.1% | -17.7% | -15.1% |
| 30D | -4.3% | +5.8% | -10.1% | -6.1% |
| 3M | -22.5% | -8.5% | -14.0% | -19.1% |
| 6M | +4.7% | -1.3% | +6.0% | +2.6% |
| YTD | +93.8% | +2.6% | +91.2% | +85.5% |
| 1Y | +79.8% | +0.7% | +79.1% | +72.4% |
| All | +79.8% | +1.1% | +78.8% | +72.4% |
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