+2.0%
AIV vs VOO
+81.3%
-79.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.9% | -2.0% | -2.0% | -2.4% |
| 30D | -5.8% | -1.7% | -4.1% | -4.5% |
| 3M | -15.6% | +4.7% | -20.3% | -18.9% |
| 6M | -17.2% | +12.6% | -29.7% | -25.2% |
| YTD | -21.3% | +11.8% | -33.1% | -28.7% |
| 1Y | -12.9% | +17.5% | -30.4% | -24.6% |
| 3Y | -5.8% | +77.0% | -82.7% | -45.5% |
| All | +2.0% | +81.3% | -79.3% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling