-2.6%
WVVIP vs VOO
+314.4%
-317.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.3% |
| 30D | +4.7% | -2.3% | +7.0% | +4.8% |
| 3M | +9.2% | -1.2% | +10.4% | +9.2% |
| 6M | +1.7% | +3.3% | -1.7% | +1.4% |
| YTD | -11.8% | +12.3% | -24.1% | -12.5% |
| 1Y | -8.1% | +12.5% | -20.6% | -8.9% |
| 3Y | -22.9% | +79.2% | -102.1% | -26.5% |
| 5Y | -53.3% | +75.7% | -129.0% | -55.4% |
| 10Y | -2.6% | +313.7% | -316.3% | -31.0% |
| All | -2.6% | +314.4% | -317.0% | -31.0% |
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