+66.6%
VT vs INVH
-20.4%
+87.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +0.4% | -2.9% | +3.4% | +1.4% |
| 30D | +1.0% | -6.9% | +7.9% | +3.4% |
| 3M | +2.4% | -2.7% | +5.1% | +3.0% |
| 6M | +12.0% | +8.2% | +3.8% | +8.3% |
| YTD | +15.3% | +4.5% | +10.9% | +12.7% |
| 1Y | +22.6% | -2.3% | +24.9% | +22.6% |
| 3Y | +74.7% | -7.3% | +81.9% | +75.6% |
| All | +66.6% | -20.4% | +87.0% | +75.4% |
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 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