+67.3%
DVN vs VEU
+155.0%
-87.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -1.0% |
| 7D | +4.5% | -1.4% | +5.9% | +6.4% |
| 30D | +12.0% | -0.4% | +12.4% | +12.3% |
| 3M | +13.4% | +2.5% | +10.9% | +8.0% |
| 6M | +12.1% | +11.1% | +1.0% | -8.4% |
| YTD | +38.8% | +16.5% | +22.3% | +4.8% |
| 1Y | +46.0% | +22.9% | +23.1% | +1.3% |
| 3Y | +9.5% | +73.4% | -63.9% | -56.4% |
| 5Y | +125.3% | +56.1% | +69.2% | +7.2% |
| All | +67.3% | +155.0% | -87.7% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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