+89.1%
AVIV vs VOO
+79.1%
+10.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | +0.8% | +0.5% | +0.3% | +0.4% |
| 30D | +0.2% | -0.9% | +1.1% | +0.9% |
| 3M | +7.4% | +3.9% | +3.5% | +4.5% |
| 6M | +11.8% | +14.5% | -2.8% | +1.7% |
| YTD | +18.0% | +13.0% | +5.1% | +8.4% |
| 1Y | +27.9% | +19.4% | +8.5% | +13.2% |
| 3Y | +89.1% | +78.9% | +10.2% | +23.2% |
| All | +89.1% | +79.1% | +10.0% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling