+86.5%
AVIV price history and return analytics
+67.2%
+19.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.2% |
| 7D | +0.6% | +2.9% | -2.3% | -1.9% |
| 30D | +0.3% | -2.5% | +2.8% | +2.5% |
| 3M | -3.4% | -3.3% | -0.1% | -0.6% |
| 6M | +2.4% | +1.5% | +0.9% | +0.8% |
| YTD | +13.8% | +11.4% | +2.5% | +3.3% |
| 1Y | +17.4% | +11.9% | +5.5% | +6.1% |
| 3Y | +85.8% | +73.9% | +11.9% | +12.6% |
| 5Y | +79.7% | +57.9% | +21.8% | +16.2% |
| All | +86.5% | +67.2% | +19.3% | +15.0% |
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