+1.2%
WVVIP vs VOO
+309.9%
-308.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.1% |
| 7D | -5.0% | -2.7% | -2.3% | -4.9% |
| 30D | +1.6% | -5.4% | +7.0% | +1.9% |
| 3M | +12.2% | -4.1% | +16.2% | +12.4% |
| 6M | +1.8% | +0.7% | +1.0% | +1.7% |
| YTD | -8.3% | +8.7% | -17.0% | -8.9% |
| 1Y | -4.2% | +11.0% | -15.2% | -5.0% |
| 3Y | -21.2% | +75.5% | -96.6% | -24.7% |
| 5Y | -50.1% | +68.4% | -118.4% | -52.1% |
| All | +1.2% | +309.9% | -308.7% | -28.2% |
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