+22.9%
INVN price history and return analytics
+19.6%
+3.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -3.8% | -1.1% | -2.7% | -3.1% |
| 30D | +1.6% | -1.0% | +2.6% | +2.3% |
| 3M | +22.7% | +3.2% | +19.6% | +20.1% |
| 6M | +34.9% | +12.5% | +22.4% | +23.0% |
| YTD | +19.3% | +14.1% | +5.2% | +7.0% |
| 1Y | +22.9% | +18.9% | +4.0% | +4.7% |
| All | +22.9% | +19.6% | +3.3% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling