-96.5%
INVZ price history and return analytics
+144.3%
-240.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.8% |
| 7D | +5.8% | -0.1% | +6.0% | +6.1% |
| 30D | -12.9% | -0.7% | -12.2% | -11.8% |
| 3M | -48.2% | +4.0% | -52.2% | -51.7% |
| 6M | -56.5% | +12.3% | -68.7% | -64.6% |
| YTD | -59.7% | +14.0% | -73.7% | -67.9% |
| 1Y | -81.6% | +20.3% | -101.9% | -86.6% |
| 3Y | -84.6% | +75.4% | -160.1% | -93.7% |
| 5Y | -94.9% | +66.0% | -160.9% | -97.8% |
| All | -96.5% | +144.3% | -240.8% | -98.5% |
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