+818.4%
VOO vs DVN
+20.9%
+797.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -1.4% | +8.0% | -9.4% | -2.9% |
| 3M | +3.7% | +11.9% | -8.2% | +1.1% |
| 6M | +13.0% | +10.6% | +2.4% | +9.8% |
| YTD | +12.4% | +35.4% | -22.9% | +4.8% |
| 1Y | +18.6% | +46.5% | -27.9% | +8.4% |
| 3Y | +78.1% | +3.0% | +75.1% | +71.3% |
| 5Y | +82.3% | +120.5% | -38.3% | +45.3% |
| 10Y | +322.5% | +62.5% | +260.1% | +208.4% |
| All | +818.4% | +20.9% | +797.5% | +573.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling