+139.6%
VIAV vs UDR
-20.2%
+159.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +11.2% | -3.5% | +14.6% | +12.4% |
| 30D | -10.1% | -5.3% | -4.8% | -8.6% |
| 3M | -22.9% | -9.5% | -13.3% | -20.8% |
| 6M | +28.8% | -0.7% | +29.4% | +27.0% |
| YTD | +117.5% | -1.2% | +118.6% | +114.0% |
| 1Y | +216.1% | -5.7% | +221.8% | +216.8% |
| 3Y | +292.2% | +3.7% | +288.5% | +266.6% |
| All | +139.6% | -20.2% | +159.8% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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