+79.1%
AIV vs VOO
+325.3%
-246.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.4% |
| 7D | -6.2% | -0.8% | -5.5% | -5.6% |
| 30D | -8.0% | -1.1% | -7.0% | -7.2% |
| 3M | -16.4% | +3.9% | -20.3% | -19.5% |
| 6M | -19.3% | +13.6% | -32.9% | -28.6% |
| YTD | -22.6% | +12.7% | -35.3% | -31.2% |
| 1Y | -15.4% | +17.6% | -33.0% | -27.9% |
| 3Y | -6.8% | +77.3% | -84.1% | -47.4% |
| 5Y | +0.6% | +84.1% | -83.5% | -45.4% |
| All | +79.1% | +325.3% | -246.1% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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