+120.9%
VTR vs INVH
+75.4%
+45.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.3% | -3.0% | +2.7% | +1.9% |
| 30D | +1.1% | -7.5% | +8.6% | +7.0% |
| 3M | +7.9% | -5.5% | +13.4% | +12.3% |
| 6M | +6.2% | +11.7% | -5.5% | -2.6% |
| YTD | +17.7% | +1.3% | +16.4% | +15.3% |
| 1Y | +32.9% | -6.1% | +39.0% | +37.4% |
| 3Y | +129.7% | -9.8% | +139.4% | +137.7% |
| 5Y | +89.3% | -19.7% | +109.0% | +109.6% |
| All | +120.9% | +75.4% | +45.5% | +48.3% |
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