+21.2%
DVN vs VCIT
+3.2%
+18.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -19.1% | +0.1% | -19.2% | -19.1% |
| 30D | -11.8% | +1.9% | -13.8% | -12.1% |
| 3M | -1.5% | -1.4% | 0.0% | -1.2% |
| 6M | -8.2% | -2.1% | -6.1% | -7.8% |
| YTD | +17.4% | -1.6% | +19.1% | +17.6% |
| 1Y | +33.5% | -0.9% | +34.4% | +33.3% |
| 3Y | -0.3% | +20.0% | -20.3% | -9.2% |
| All | +21.2% | +3.2% | +18.0% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling