+18.7%
UDR vs VLTO
+54.8%
-36.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.3% |
| 7D | +3.0% | +5.4% | -2.4% | +1.0% |
| 30D | +10.3% | +22.3% | -12.1% | +2.1% |
| 3M | -2.9% | +19.6% | -22.5% | -9.4% |
| 6M | +0.3% | +35.2% | -34.8% | -10.7% |
| YTD | +3.8% | +17.9% | -14.1% | -3.0% |
| 1Y | +12.7% | +19.5% | -6.8% | +4.6% |
| 3Y | +27.6% | +73.9% | -46.3% | +6.7% |
| All | +18.7% | +54.8% | -36.2% | +1.6% |
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