+204.8%
VTV vs INVH
+75.4%
+129.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -1.1% | -3.0% | +1.9% | +0.1% |
| 30D | -1.0% | -7.5% | +6.5% | +2.1% |
| 3M | +4.6% | -5.5% | +10.2% | +6.8% |
| 6M | +13.5% | +11.7% | +1.8% | +8.0% |
| YTD | +18.5% | +1.3% | +17.2% | +17.0% |
| 1Y | +22.9% | -6.1% | +29.0% | +24.9% |
| 3Y | +67.8% | -9.8% | +77.6% | +71.1% |
| 5Y | +81.8% | -19.7% | +101.5% | +91.6% |
| All | +204.8% | +75.4% | +129.4% | +136.0% |
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