+87.0%
AVIV price history and return analytics
+66.7%
+20.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | +2.0% | +2.4% | -0.4% | -0.1% |
| 30D | +1.3% | -1.5% | +2.9% | +2.6% |
| 3M | -3.1% | -4.1% | +1.1% | +0.5% |
| 6M | +2.1% | +0.6% | +1.5% | +1.4% |
| YTD | +14.1% | +11.0% | +3.1% | +3.8% |
| 1Y | +18.9% | +13.3% | +5.5% | +6.2% |
| 3Y | +85.3% | +73.4% | +12.0% | +12.6% |
| 5Y | +80.2% | +57.4% | +22.7% | +16.8% |
| All | +87.0% | +66.7% | +20.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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