+13.9%
UDR vs VLTO
+25.1%
-11.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.1% | -1.6% |
| 7D | -3.3% | -2.6% | -0.7% | -2.3% |
| 30D | -5.6% | -2.5% | -3.2% | -4.8% |
| 3M | -9.4% | +10.1% | -19.5% | -12.8% |
| 6M | -3.0% | +1.0% | -4.0% | -3.6% |
| YTD | -0.4% | -4.8% | +4.4% | +1.0% |
| 1Y | -5.1% | -9.3% | +4.2% | -1.9% |
| All | +13.9% | +25.1% | -11.2% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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