-5.7%
UDR vs VIG
+12.2%
-17.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.5% |
| 7D | -3.4% | -2.2% | -1.2% | -2.1% |
| 30D | -5.4% | -3.2% | -2.2% | -3.6% |
| 3M | -10.0% | +3.0% | -13.0% | -11.7% |
| 6M | -2.5% | +8.1% | -10.7% | -7.4% |
| YTD | -1.1% | +9.1% | -10.2% | -6.4% |
| All | -5.7% | +12.2% | -17.9% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling