+347.1%
AIV vs VOO
+807.8%
-460.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -3.9% | -0.4% | -3.5% | -3.6% |
| 30D | -6.1% | -1.4% | -4.7% | -4.9% |
| 3M | -15.8% | +3.7% | -19.5% | -18.8% |
| 6M | -17.3% | +13.0% | -30.3% | -26.6% |
| YTD | -20.7% | +12.4% | -33.1% | -29.4% |
| 1Y | -14.4% | +18.6% | -33.0% | -27.9% |
| 3Y | -5.0% | +78.1% | -83.0% | -46.8% |
| 5Y | +0.6% | +82.3% | -81.6% | -45.0% |
| 10Y | +86.6% | +322.5% | -236.0% | -54.2% |
| All | +347.1% | +807.8% | -460.7% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling