+73.1%
VSH vs INVH
-20.2%
+93.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +4.8% | -3.0% | +7.8% | +6.2% |
| 30D | -0.7% | -7.5% | +6.8% | +2.6% |
| 3M | -43.1% | -5.5% | -37.5% | -42.2% |
| 6M | +91.8% | +11.7% | +80.1% | +77.9% |
| YTD | +131.6% | +1.3% | +130.3% | +125.0% |
| 1Y | +118.1% | -6.1% | +124.2% | +120.3% |
| 3Y | +40.9% | -9.8% | +50.7% | +44.9% |
| All | +73.1% | -20.2% | +93.3% | +91.8% |
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