+108.3%
V vs DVN
+38.7%
+69.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +0.9% | +10.4% | -9.4% | -0.3% |
| 30D | +9.0% | -6.7% | +15.7% | +9.7% |
| 3M | +16.7% | +5.6% | +11.1% | +15.4% |
| 6M | +33.4% | +0.7% | +32.7% | +32.5% |
| YTD | +22.4% | +29.6% | -7.2% | +16.4% |
| 1Y | +27.7% | +36.3% | -8.6% | +20.3% |
| 3Y | +78.0% | +13.2% | +64.8% | +69.2% |
| All | +108.3% | +38.7% | +69.6% | +82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling