-24.3%
WVVIP vs VOO
+75.0%
-99.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | -0.1% |
| 7D | -11.9% | -4.7% | -7.2% | -12.0% |
| 30D | -2.4% | -5.9% | +3.5% | -2.5% |
| 3M | +5.3% | -4.5% | +9.8% | +5.2% |
| 6M | -4.3% | +1.9% | -6.2% | -4.4% |
| YTD | -11.9% | +8.4% | -20.3% | -12.1% |
| 1Y | -7.2% | +9.5% | -16.7% | -7.4% |
| All | -24.3% | +75.0% | -99.3% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling