-1.5%
WVVIP vs VOO
+311.2%
-312.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +1.4% | +3.3% | -1.9% | +1.2% |
| 30D | +4.3% | -2.7% | +7.0% | +4.5% |
| 3M | +10.0% | -1.7% | +11.7% | +10.1% |
| 6M | +2.8% | +3.1% | -0.3% | +2.6% |
| YTD | -10.8% | +11.9% | -22.7% | -11.5% |
| 1Y | -7.1% | +12.1% | -19.1% | -7.9% |
| 3Y | -22.1% | +78.6% | -100.6% | -25.6% |
| 5Y | -51.4% | +73.8% | -125.2% | -53.5% |
| All | -1.5% | +311.2% | -312.7% | -29.7% |
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