-95.3%
INVZ price history and return analytics
+65.7%
-161.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -6.0% |
| 7D | -9.6% | -1.1% | -8.5% | -7.4% |
| 30D | -21.0% | -1.0% | -20.0% | -19.3% |
| 3M | -51.6% | +3.2% | -54.8% | -54.6% |
| 6M | -57.8% | +12.5% | -70.3% | -66.9% |
| YTD | -63.4% | +14.1% | -77.5% | -72.0% |
| 1Y | -83.1% | +18.9% | -102.0% | -88.1% |
| 3Y | -86.2% | +74.1% | -160.3% | -95.2% |
| All | -95.3% | +65.7% | -161.0% | -98.2% |
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