+73.6%
VZ vs INVH
+80.8%
-7.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +7.9% | -6.9% | +14.8% | +9.8% |
| 3M | +13.6% | -2.7% | +16.4% | +14.4% |
| 6M | +1.1% | +8.2% | -7.1% | -0.9% |
| YTD | +29.3% | +4.5% | +24.8% | +27.7% |
| 1Y | +21.2% | -2.3% | +23.6% | +21.5% |
| 3Y | +75.9% | -7.3% | +83.2% | +77.0% |
| 5Y | +24.1% | -20.5% | +44.6% | +28.1% |
| All | +73.6% | +80.8% | -7.2% | +43.8% |
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