-52.8%
INVX price history and return analytics
+364.8%
-417.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.5% |
| 7D | -3.6% | -2.0% | -1.6% | -1.2% |
| 30D | -1.5% | -1.4% | -0.1% | +0.3% |
| 3M | +3.3% | +4.7% | -1.4% | -2.7% |
| 6M | +14.0% | +11.4% | +2.7% | -1.0% |
| YTD | +35.8% | +13.1% | +22.7% | +15.7% |
| 1Y | +77.7% | +19.0% | +58.7% | +42.1% |
| 3Y | +1.7% | +73.9% | -72.3% | -48.7% |
| 5Y | +26.4% | +65.4% | -39.0% | -33.3% |
| 10Y | -45.0% | +225.4% | -270.5% | -87.2% |
| All | -52.8% | +364.8% | -417.6% | -94.0% |
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