+25.3%
VZ vs INVH
-20.4%
+45.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.0% | -2.3% | +1.3% | -0.4% |
| 30D | +5.8% | -5.7% | +11.5% | +7.3% |
| 3M | +10.5% | -4.5% | +15.0% | +11.8% |
| 6M | +1.8% | +11.0% | -9.2% | -0.7% |
| YTD | +28.3% | +3.7% | +24.6% | +26.9% |
| 1Y | +22.0% | -2.8% | +24.8% | +22.5% |
| 3Y | +81.8% | -7.1% | +89.0% | +83.0% |
| 5Y | +25.3% | -19.4% | +44.8% | +29.1% |
| All | +25.3% | -20.4% | +45.8% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling