+83.7%
VOO vs DVN
+120.4%
-36.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | -0.8% | +4.5% | -5.3% | -1.5% |
| 30D | -1.1% | +12.0% | -13.0% | -2.9% |
| 3M | +3.9% | +13.4% | -9.5% | +1.6% |
| 6M | +13.6% | +12.1% | +1.5% | +10.6% |
| YTD | +12.7% | +38.8% | -26.1% | +5.3% |
| 1Y | +17.6% | +46.0% | -28.5% | +8.4% |
| 3Y | +77.3% | +9.5% | +67.8% | +68.4% |
| All | +83.7% | +120.4% | -36.7% | +56.5% |
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