+1.2%
WVVIP vs VOO
+309.6%
-308.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | 0.0% | +2.6% | -2.6% | -0.2% |
| 30D | +8.4% | -2.0% | +10.4% | +8.5% |
| 3M | +10.5% | -2.8% | +13.2% | +10.6% |
| 6M | +5.6% | +2.2% | +3.5% | +5.4% |
| YTD | -8.3% | +11.5% | -19.9% | -9.1% |
| 1Y | -4.7% | +13.5% | -18.2% | -5.6% |
| 3Y | -21.4% | +78.1% | -99.5% | -25.0% |
| 5Y | -50.0% | +73.1% | -123.2% | -52.2% |
| All | +1.2% | +309.6% | -308.4% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling