+137.2%
INVA price history and return analytics
+371.8%
-234.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +1.2% | +1.0% | +0.2% | +0.3% |
| 30D | +4.0% | -0.2% | +4.3% | +4.2% |
| 3M | -4.4% | +4.5% | -9.0% | -9.1% |
| 6M | -3.1% | +14.1% | -17.2% | -15.7% |
| YTD | +6.8% | +14.8% | -8.0% | -7.7% |
| 1Y | +4.3% | +21.2% | -16.9% | -14.9% |
| 3Y | +69.1% | +76.6% | -7.5% | -7.7% |
| 5Y | +35.1% | +66.6% | -31.5% | -24.1% |
| 10Y | +84.0% | +222.3% | -138.3% | -49.8% |
| All | +137.2% | +371.8% | -234.6% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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