+603.6%
RVMD vs UDR
-8.1%
+611.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | -3.6% | -3.4% | -0.2% | -1.8% |
| 30D | -1.1% | -5.4% | +4.4% | +1.7% |
| 3M | +41.0% | -10.0% | +51.0% | +48.0% |
| 6M | +105.7% | -2.5% | +108.2% | +106.3% |
| YTD | +155.3% | -1.1% | +156.4% | +153.5% |
| 1Y | +402.7% | -3.9% | +406.6% | +406.1% |
| 3Y | +533.1% | +3.4% | +529.7% | +504.9% |
| 5Y | +583.5% | -18.9% | +602.4% | +635.9% |
| All | +603.6% | -8.1% | +611.7% | +682.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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