+39.9%
DVN vs VTRS
+90.4%
-50.5%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.6% | -8.9% | -7.2% |
| 7D | -13.9% | +2.4% | -16.3% | -13.8% |
| 30D | -8.0% | +9.1% | -17.1% | -7.4% |
| 3M | +0.8% | +9.4% | -8.6% | +1.8% |
| 6M | -12.8% | +28.3% | -41.1% | -12.9% |
| YTD | +22.7% | +58.0% | -35.3% | +15.0% |
| All | +39.9% | +90.4% | -50.5% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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