+118.6%
DVN vs VTRS
+47.1%
+71.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +4.5% | -2.2% | +6.7% | +5.0% |
| 30D | +12.0% | +3.3% | +8.7% | +11.1% |
| 3M | +13.4% | +2.0% | +11.4% | +12.4% |
| 6M | +12.1% | +19.9% | -7.8% | +5.5% |
| YTD | +38.8% | +35.7% | +3.1% | +25.8% |
| 1Y | +46.0% | +68.1% | -22.1% | +24.3% |
| 3Y | +9.5% | +87.1% | -77.6% | -13.4% |
| All | +118.6% | +47.1% | +71.5% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling