+217.3%
UDIV price history and return analytics
+221.8%
-4.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.7% | +2.4% | +0.4% | +0.7% |
| 30D | -1.7% | -1.5% | -0.2% | -0.4% |
| 3M | -3.2% | -4.1% | +1.0% | +0.4% |
| 6M | +2.3% | +0.6% | +1.8% | +1.9% |
| YTD | +14.8% | +11.0% | +3.8% | +4.9% |
| 1Y | +17.1% | +13.3% | +3.7% | +5.1% |
| 3Y | +88.3% | +73.4% | +14.9% | +18.7% |
| 5Y | +85.5% | +57.4% | +28.1% | +25.7% |
| All | +217.3% | +221.8% | -4.5% | +23.1% |
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