-21.2%
WVVIP vs SPY
+75.1%
-96.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.1% |
| 7D | -5.0% | -2.7% | -2.3% | -5.0% |
| 30D | +1.6% | -5.4% | +7.0% | +1.6% |
| 3M | +12.2% | -4.1% | +16.2% | +12.1% |
| 6M | +1.8% | +0.7% | +1.1% | +1.7% |
| YTD | -8.3% | +8.7% | -17.0% | -8.5% |
| 1Y | -4.2% | +10.9% | -15.1% | -4.4% |
| 3Y | -21.2% | +75.0% | -96.2% | -12.0% |
| All | -21.2% | +75.1% | -96.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling