-1.7%
WVVIP vs VOO
+298.0%
-299.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +0.3% |
| 7D | -11.9% | -4.7% | -7.2% | -11.7% |
| 30D | -2.4% | -5.9% | +3.5% | -2.1% |
| 3M | +5.3% | -4.5% | +9.8% | +5.5% |
| 6M | -4.3% | +1.9% | -6.2% | -4.5% |
| YTD | -11.9% | +8.4% | -20.3% | -12.5% |
| 1Y | -7.2% | +9.5% | -16.7% | -7.9% |
| 3Y | -24.1% | +75.3% | -99.4% | -27.5% |
| 5Y | -52.1% | +67.9% | -119.9% | -54.0% |
| 10Y | -2.8% | +314.4% | -317.2% | -22.3% |
| All | -1.7% | +298.0% | -299.7% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling