+40.9%
VSH vs INVH
-9.7%
+50.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +4.8% | -3.0% | +7.8% | +6.0% |
| 30D | -0.7% | -7.5% | +6.8% | +2.3% |
| 3M | -43.1% | -5.5% | -37.5% | -42.4% |
| 6M | +91.8% | +11.7% | +80.1% | +75.9% |
| YTD | +131.6% | +1.3% | +130.3% | +123.7% |
| 1Y | +118.1% | -6.1% | +124.2% | +121.0% |
| 3Y | +40.9% | -9.8% | +50.7% | +43.5% |
| All | +40.9% | -9.7% | +50.6% | +43.5% |
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