+94.8%
AVIV vs VOO
+89.0%
+5.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | 0.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +2.2% | +0.1% | +2.2% | +2.2% |
| 3M | +6.1% | +2.0% | +4.1% | +4.5% |
| 6M | +9.2% | +13.0% | -3.9% | -0.2% |
| YTD | +18.9% | +13.6% | +5.3% | +8.3% |
| 1Y | +30.6% | +20.1% | +10.6% | +14.3% |
| 3Y | +87.5% | +77.6% | +9.9% | +21.5% |
| All | +94.8% | +89.0% | +5.8% | +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 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