+46.5%
DVN vs ROIV
+224.1%
-177.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.3% |
| 7D | -0.1% | +22.3% | -22.4% | +1.5% |
| 30D | +8.0% | +16.9% | -8.9% | +9.3% |
| 3M | +11.9% | +43.9% | -32.0% | +15.2% |
| 6M | +10.6% | +41.6% | -31.0% | +14.5% |
| YTD | +35.4% | +92.7% | -57.3% | +38.3% |
| 1Y | +46.5% | +210.2% | -163.7% | +30.6% |
| All | +46.5% | +224.1% | -177.6% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling