+82.1%
AVIV vs VOO
+72.8%
+9.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +1.8% | -0.6% | +2.4% | +2.2% |
| 30D | +1.5% | -3.6% | +5.2% | +4.3% |
| 3M | -2.6% | -2.7% | +0.1% | -0.7% |
| 6M | +3.0% | +2.2% | +0.7% | +1.2% |
| YTD | +14.4% | +10.9% | +3.5% | +6.0% |
| 1Y | +19.6% | +11.3% | +8.3% | +10.5% |
| 3Y | +86.8% | +76.9% | +9.9% | +21.0% |
| 5Y | +82.1% | +73.5% | +8.6% | +17.1% |
| All | +82.1% | +72.8% | +9.3% | +17.1% |
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