-2.4%
WVVIP vs VOO
+317.0%
-319.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -23.8% | +0.1% | -23.9% | -23.8% |
| 30D | +4.5% | +0.1% | +4.5% | +4.5% |
| 3M | +13.0% | +2.0% | +11.0% | +12.8% |
| 6M | -5.8% | +13.0% | -18.8% | -6.6% |
| YTD | -12.6% | +13.6% | -26.2% | -13.4% |
| 1Y | -7.5% | +20.1% | -27.6% | -8.8% |
| 3Y | -25.5% | +77.6% | -103.1% | -28.9% |
| 5Y | -51.7% | +82.4% | -134.1% | -53.9% |
| 10Y | -2.4% | +316.8% | -319.2% | -22.0% |
| All | -2.4% | +317.0% | -319.4% | -22.0% |
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 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