-19.8%
UDR vs VOO
+82.8%
-102.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -3.5% | -0.8% | -2.7% | -2.9% |
| 30D | -5.3% | -1.1% | -4.2% | -4.6% |
| 3M | -9.5% | +3.9% | -13.4% | -12.1% |
| 6M | -0.7% | +13.6% | -14.3% | -9.8% |
| YTD | -1.2% | +12.7% | -13.9% | -9.8% |
| 1Y | -5.7% | +17.6% | -23.3% | -16.8% |
| 3Y | +3.7% | +77.3% | -73.6% | -34.6% |
| All | -19.8% | +82.8% | -102.6% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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