+21.4%
VZ vs DVN
+21.8%
-0.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | +2.2% | -12.8% | +15.1% | +3.2% |
| 30D | +10.6% | -12.1% | +22.7% | +11.5% |
| 3M | -0.6% | -0.7% | +0.1% | -0.7% |
| 6M | +0.7% | -5.8% | +6.5% | +0.9% |
| YTD | +20.6% | +17.9% | +2.7% | +18.8% |
| 1Y | +22.7% | +29.0% | -6.3% | +20.1% |
| 3Y | +57.2% | +6.0% | +51.2% | +54.8% |
| 5Y | +21.4% | +22.1% | -0.7% | +17.7% |
| All | +21.4% | +21.8% | -0.4% | +17.7% |
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