+9.5%
DVN vs VNQ
+30.7%
-21.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +4.5% | -1.3% | +5.8% | +5.1% |
| 30D | +12.0% | -2.6% | +14.5% | +13.3% |
| 3M | +13.4% | -2.0% | +15.4% | +14.2% |
| 6M | +12.1% | +4.3% | +7.8% | +8.2% |
| YTD | +38.8% | +9.2% | +29.6% | +29.7% |
| 1Y | +46.0% | +5.6% | +40.4% | +39.4% |
| 3Y | +9.5% | +30.8% | -21.4% | -5.8% |
| All | +9.5% | +30.7% | -21.2% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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