+573.1%
VRT vs DVN
+2.0%
+571.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -9.9% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | -2.7% | +8.0% | -10.6% | -4.8% |
| 3M | -9.2% | +11.9% | -21.1% | -12.9% |
| 6M | -0.5% | +10.6% | -11.1% | -5.8% |
| YTD | +62.3% | +35.4% | +27.0% | +41.8% |
| 1Y | +109.6% | +46.5% | +63.1% | +75.0% |
| All | +573.1% | +2.0% | +571.1% | +495.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling