+22.0%
VTEB vs INVH
+75.4%
-53.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -0.9% | -3.0% | +2.1% | -0.8% |
| 30D | -2.5% | -7.5% | +5.0% | -2.1% |
| 3M | -3.0% | -5.5% | +2.6% | -2.7% |
| 6M | -2.1% | +11.7% | -13.8% | -2.8% |
| YTD | -1.5% | +1.3% | -2.8% | -1.6% |
| 1Y | +0.2% | -6.1% | +6.2% | +0.4% |
| 3Y | +8.6% | -9.8% | +18.3% | +8.7% |
| 5Y | +1.2% | -19.7% | +20.9% | +1.7% |
| All | +22.0% | +75.4% | -53.3% | +16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling