-88.8%
INVE price history and return analytics
+57.0%
-145.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | +2.3% | +2.4% | 0.0% | -0.5% |
| 30D | +15.7% | -1.5% | +17.2% | +17.6% |
| 3M | +0.4% | -4.1% | +4.5% | +5.3% |
| 6M | -44.8% | +0.6% | -45.4% | -45.4% |
| YTD | -30.7% | +11.0% | -41.8% | -39.6% |
| 1Y | -24.4% | +13.3% | -37.8% | -35.8% |
| 3Y | -53.4% | +73.4% | -126.8% | -78.7% |
| All | -88.8% | +57.0% | -145.8% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling