+82.7%
VTRS vs INVH
+0.2%
+82.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -1.2% | +3.5% | -4.7% | -2.3% |
| 30D | +8.2% | +4.4% | +3.7% | +6.7% |
| 3M | +8.3% | -8.6% | +16.9% | +11.4% |
| 6M | +24.1% | -1.7% | +25.8% | +24.8% |
| YTD | +56.0% | +2.6% | +53.4% | +56.4% |
| 1Y | +82.7% | +1.5% | +81.2% | +87.7% |
| All | +82.7% | +0.2% | +82.5% | +87.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling