+69.2%
XIDV price history and return analytics
+34.1%
+35.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | 0.0% |
| 7D | -1.4% | -2.0% | +0.6% | 0.0% |
| 30D | +0.8% | -1.4% | +2.3% | +1.8% |
| 3M | +8.4% | +4.7% | +3.7% | +4.9% |
| 6M | +14.7% | +11.4% | +3.4% | +6.3% |
| YTD | +20.6% | +13.1% | +7.5% | +10.7% |
| 1Y | +28.5% | +19.0% | +9.5% | +13.8% |
| All | +69.2% | +34.1% | +35.0% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling