+13.0%
UDR vs VSXY
+210.1%
-197.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +3.4% |
| 7D | +7.2% | +14.2% | -7.0% | +7.0% |
| 30D | +10.5% | +21.9% | -11.4% | +10.1% |
| 3M | -2.3% | +22.1% | -24.4% | -2.6% |
| 6M | +4.0% | +116.7% | -112.7% | +2.0% |
| YTD | +5.6% | +101.1% | -95.5% | +3.4% |
| 1Y | +13.0% | +208.0% | -195.0% | +8.4% |
| All | +13.0% | +210.1% | -197.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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