+37.0%
XUDV price history and return analytics
+34.1%
+2.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -2.7% | -2.0% | -0.7% | -1.2% |
| 30D | -0.5% | -1.4% | +0.9% | +0.5% |
| 3M | +6.2% | +4.7% | +1.5% | +2.4% |
| 6M | +17.9% | +11.4% | +6.6% | +7.9% |
| YTD | +26.6% | +13.1% | +13.5% | +14.1% |
| 1Y | +28.7% | +19.0% | +9.6% | +10.6% |
| All | +37.0% | +34.1% | +2.8% | +4.0% |
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