+38.1%
XUDV vs VT
+31.8%
+6.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | +1.3% | +2.4% | -1.0% | -0.4% |
| 30D | +4.6% | -1.5% | +6.1% | +5.7% |
| 3M | -2.0% | -4.1% | +2.2% | +1.0% |
| 6M | +10.6% | +0.6% | +10.0% | +9.7% |
| YTD | +27.6% | +11.0% | +16.5% | +16.4% |
| 1Y | +30.4% | +13.3% | +17.0% | +16.7% |
| All | +38.1% | +31.8% | +6.3% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling