+25.9%
VZ vs DVN
+111.9%
-86.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +0.2% | -1.3% | +1.5% | +0.3% |
| 30D | +7.1% | +12.6% | -5.5% | +6.2% |
| 3M | +12.8% | +8.1% | +4.7% | +12.1% |
| 6M | +1.8% | +10.2% | -8.4% | +0.9% |
| YTD | +30.0% | +33.8% | -3.8% | +27.0% |
| 1Y | +24.3% | +43.9% | -19.6% | +20.7% |
| 3Y | +84.3% | +1.7% | +82.6% | +82.1% |
| 5Y | +25.9% | +119.6% | -93.7% | +16.5% |
| All | +25.9% | +111.9% | -86.0% | +16.5% |
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