+22.9%
DVN vs VG
-51.4%
+74.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -19.1% | -22.0% | +3.0% | -14.3% |
| 30D | -11.8% | -11.6% | -0.2% | -9.4% |
| 3M | -1.5% | -14.9% | +13.4% | +2.0% |
| 6M | -8.2% | -3.5% | -4.7% | -8.0% |
| YTD | +17.4% | +70.0% | -52.6% | +3.9% |
| 1Y | +33.5% | +50.0% | -16.5% | +19.9% |
| All | +22.9% | -51.4% | +74.3% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling