+374.9%
V vs DVN
+68.5%
+306.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.4% |
| 7D | -3.0% | +2.5% | -5.6% | -3.5% |
| 30D | +1.2% | +10.2% | -9.0% | -0.6% |
| 3M | +13.9% | +8.1% | +5.8% | +12.0% |
| 6M | +17.2% | +15.9% | +1.4% | +13.4% |
| YTD | +5.3% | +38.2% | -32.9% | -1.6% |
| 1Y | +9.5% | +44.5% | -35.0% | +1.1% |
| 3Y | +51.9% | +5.1% | +46.8% | +45.9% |
| 5Y | +69.6% | +124.3% | -54.7% | +35.9% |
| All | +374.9% | +68.5% | +306.4% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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