+94.0%
AVIV vs VOO
+87.9%
+6.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +1.2% | +0.5% | +0.6% | +0.8% |
| 30D | +0.5% | -0.9% | +1.5% | +1.2% |
| 3M | +7.7% | +3.9% | +3.9% | +4.7% |
| 6M | +12.1% | +14.5% | -2.4% | +1.5% |
| YTD | +18.4% | +13.0% | +5.5% | +8.3% |
| 1Y | +28.3% | +19.4% | +8.9% | +12.7% |
| 3Y | +89.7% | +78.9% | +10.9% | +22.2% |
| All | +94.0% | +87.9% | +6.1% | +19.3% |
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