+43.9%
DVN vs VG
+14.9%
+29.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.2% |
| 7D | -1.3% | -2.5% | +1.2% | -0.8% |
| 30D | +12.6% | +11.1% | +1.5% | +9.8% |
| 3M | +8.1% | +14.9% | -6.7% | +4.1% |
| 6M | +10.2% | +18.4% | -8.2% | +4.7% |
| YTD | +33.8% | +116.6% | -82.8% | +14.9% |
| 1Y | +43.9% | +9.4% | +34.5% | +41.8% |
| All | +43.9% | +14.9% | +29.0% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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