+208.6%
UDIV price history and return analytics
+223.7%
-15.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | -3.3% | -2.6% | -0.7% | -1.1% |
| 3M | -2.5% | -3.2% | +0.7% | +0.3% |
| 6M | +3.0% | +0.9% | +2.0% | +2.1% |
| YTD | +14.6% | +11.3% | +3.3% | +4.5% |
| 1Y | +16.9% | +14.0% | +2.9% | +4.5% |
| 3Y | +90.4% | +75.8% | +14.6% | +18.7% |
| 5Y | +86.5% | +57.8% | +28.6% | +26.0% |
| 10Y | +208.6% | +219.8% | -11.2% | +18.5% |
| All | +208.6% | +223.7% | -15.1% | +18.5% |
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