+274.3%
DVN vs ROIV
+298.6%
-24.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.5% |
| 7D | +1.9% | +9.5% | -7.6% | +1.4% |
| 30D | -8.2% | +21.0% | -29.2% | -9.1% |
| 3M | -0.3% | +18.7% | -19.1% | -1.4% |
| 6M | -2.5% | +44.5% | -47.0% | -4.8% |
| YTD | +25.0% | +92.9% | -67.8% | +19.4% |
| 1Y | +31.1% | +100.2% | -69.1% | +24.8% |
| 3Y | +8.7% | +375.0% | -366.3% | -2.6% |
| 5Y | +33.3% | +435.2% | -401.9% | +10.3% |
| All | +274.3% | +298.6% | -24.3% | +174.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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