+84.3%
VZ vs INVH
-8.0%
+92.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +0.2% | -3.1% | +3.3% | +0.9% |
| 30D | +7.1% | -7.1% | +14.2% | +8.9% |
| 3M | +12.8% | -3.0% | +15.8% | +13.7% |
| 6M | +1.8% | +10.1% | -8.3% | -0.2% |
| YTD | +30.0% | +3.8% | +26.1% | +28.8% |
| 1Y | +24.3% | -2.1% | +26.4% | +24.8% |
| 3Y | +84.3% | -7.0% | +91.3% | +84.5% |
| All | +84.3% | -8.0% | +92.3% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling