+143.5%
VXUS vs INVH
+79.7%
+63.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +1.6% | -3.1% | +4.7% | +2.7% |
| 30D | +1.0% | -7.1% | +8.1% | +3.5% |
| 3M | +5.7% | -3.0% | +8.6% | +6.4% |
| 6M | +13.6% | +10.1% | +3.5% | +9.3% |
| YTD | +17.4% | +3.8% | +13.6% | +15.0% |
| 1Y | +25.1% | -2.1% | +27.2% | +24.8% |
| 3Y | +75.8% | -7.0% | +82.8% | +76.4% |
| 5Y | +55.4% | -20.6% | +76.0% | +62.7% |
| All | +143.5% | +79.7% | +63.8% | +97.8% |
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