+29.6%
INVE price history and return analytics
+229.8%
-200.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.3% |
| 7D | -8.2% | -1.1% | -7.1% | -7.1% |
| 30D | -1.5% | -1.0% | -0.5% | -0.6% |
| 3M | -33.7% | +3.2% | -36.8% | -36.0% |
| 6M | -20.6% | +12.5% | -33.1% | -30.5% |
| YTD | -32.8% | +14.1% | -46.9% | -42.3% |
| 1Y | -30.1% | +18.9% | -49.0% | -42.7% |
| 3Y | -68.3% | +74.1% | -142.4% | -83.5% |
| 5Y | -87.0% | +66.9% | -153.9% | -92.7% |
| All | +29.6% | +229.8% | -200.1% | -61.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling