+3.7%
UDR vs VEU
+73.8%
-70.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | -3.5% | -1.4% | -2.0% | -2.8% |
| 30D | -5.3% | -0.4% | -4.9% | -5.1% |
| 3M | -9.5% | +2.5% | -12.1% | -10.9% |
| 6M | -0.7% | +11.1% | -11.8% | -7.1% |
| YTD | -1.2% | +16.5% | -17.7% | -10.8% |
| 1Y | -5.7% | +22.9% | -28.7% | -18.2% |
| 3Y | +3.7% | +73.4% | -69.7% | -35.6% |
| All | +3.7% | +73.8% | -70.0% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling