+92.8%
AVIV vs VOO
+87.1%
+5.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +0.1% | -0.4% | +0.4% | +0.3% |
| 30D | +0.1% | -1.4% | +1.5% | +1.2% |
| 3M | +7.3% | +3.7% | +3.6% | +4.4% |
| 6M | +11.1% | +13.0% | -2.0% | +1.6% |
| YTD | +17.6% | +12.4% | +5.2% | +8.0% |
| 1Y | +27.9% | +18.6% | +9.3% | +12.9% |
| 3Y | +88.5% | +78.1% | +10.4% | +21.8% |
| All | +92.8% | +87.1% | +5.7% | +18.9% |
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