+193.4%
DVN vs VTV
+706.8%
-513.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +3.1% |
| 7D | +2.5% | -2.1% | +4.6% | +5.4% |
| 30D | +10.2% | -1.3% | +11.5% | +12.0% |
| 3M | +8.1% | +5.6% | +2.5% | -0.4% |
| 6M | +15.9% | +12.4% | +3.5% | -3.0% |
| YTD | +38.2% | +17.6% | +20.6% | +8.5% |
| 1Y | +44.5% | +23.5% | +21.0% | +6.0% |
| 3Y | +5.1% | +67.0% | -61.9% | -48.5% |
| 5Y | +124.3% | +80.5% | +43.8% | +1.8% |
| 10Y | +65.9% | +230.6% | -164.7% | -60.0% |
| All | +193.4% | +706.8% | -513.4% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 all: compounded portfolio wealth divided by compounded VTV 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…
all analysis · Full analysis span regression · 6 months rolling