+216.1%
VSAT vs INVH
-9.7%
+225.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -1.3% | -3.0% | +1.7% | +0.3% |
| 30D | -14.8% | -7.5% | -7.3% | -11.1% |
| 3M | +2.2% | -5.5% | +7.7% | +4.4% |
| 6M | +60.2% | +11.7% | +48.5% | +46.9% |
| YTD | +115.6% | +1.3% | +114.3% | +110.5% |
| 1Y | +132.9% | -6.1% | +139.0% | +138.1% |
| 3Y | +216.1% | -9.8% | +225.8% | +212.2% |
| All | +216.1% | -9.7% | +225.8% | +212.2% |
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 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