+23.9%
DVN vs VLTO
+25.1%
-1.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | -0.1% | -2.6% | +2.5% | +0.4% |
| 30D | +8.0% | -2.5% | +10.4% | +8.5% |
| 3M | +11.9% | +10.1% | +1.8% | +9.0% |
| 6M | +10.6% | +1.0% | +9.6% | +10.3% |
| YTD | +35.4% | -4.8% | +40.2% | +37.0% |
| 1Y | +46.5% | -9.3% | +55.8% | +50.9% |
| All | +23.9% | +25.1% | -1.2% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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