+67.3%
DVN vs VO
+200.3%
-133.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.6% |
| 7D | +4.5% | -1.5% | +6.0% | +6.6% |
| 30D | +12.0% | -3.0% | +15.0% | +16.4% |
| 3M | +13.4% | +2.8% | +10.6% | +8.4% |
| 6M | +12.1% | +10.9% | +1.2% | -5.0% |
| YTD | +38.8% | +12.5% | +26.4% | +15.1% |
| 1Y | +46.0% | +12.0% | +34.1% | +21.5% |
| 3Y | +9.5% | +56.3% | -46.8% | -43.4% |
| 5Y | +125.3% | +42.9% | +82.3% | +31.0% |
| All | +67.3% | +200.3% | -133.0% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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