+88.2%
AVIV price history and return analytics
+67.1%
+21.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.4% |
| 7D | +1.4% | +0.4% | +1.1% | +1.1% |
| 30D | +1.9% | -2.6% | +4.5% | +4.2% |
| 3M | -2.5% | -3.2% | +0.7% | +0.3% |
| 6M | +3.4% | +0.9% | +2.5% | +2.3% |
| YTD | +14.9% | +11.3% | +3.6% | +4.3% |
| 1Y | +21.9% | +14.0% | +7.9% | +8.4% |
| 3Y | +88.9% | +75.8% | +13.0% | +13.3% |
| 5Y | +80.9% | +57.8% | +23.1% | +17.0% |
| All | +88.2% | +67.1% | +21.1% | +16.1% |
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