+39.0%
DVN vs VSH
+62.1%
-23.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.1% | -2.3% | -7.5% |
| 7D | -13.9% | -13.6% | -0.3% | -14.3% |
| 30D | -8.0% | -30.4% | +22.3% | -9.0% |
| 3M | +0.8% | -33.3% | +34.1% | -0.3% |
| 6M | -12.8% | -15.1% | +2.3% | -12.4% |
| YTD | +22.7% | +80.2% | -57.5% | +22.0% |
| 1Y | +39.0% | +63.4% | -24.4% | +39.1% |
| All | +39.0% | +62.1% | -23.1% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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