+76.2%
INVH price history and return analytics
+209.2%
-133.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.8% |
| 7D | -3.0% | -1.1% | -1.9% | -2.1% |
| 30D | -7.5% | -1.0% | -6.5% | -6.8% |
| 3M | -5.5% | +3.2% | -8.7% | -8.3% |
| 6M | +11.7% | +12.5% | -0.8% | +0.3% |
| YTD | +1.3% | +14.1% | -12.7% | -10.3% |
| 1Y | -6.1% | +18.9% | -25.0% | -20.0% |
| 3Y | -9.8% | +74.1% | -83.9% | -46.0% |
| 5Y | -19.7% | +66.9% | -86.5% | -50.3% |
| All | +76.2% | +209.2% | -133.0% | -32.7% |
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 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