+822.6%
VOO vs UDR
+205.5%
+617.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.3% |
| 7D | +0.5% | -2.1% | +2.6% | +1.4% |
| 30D | -0.9% | -5.6% | +4.7% | +1.3% |
| 3M | +3.9% | -5.8% | +9.7% | +6.0% |
| 6M | +14.5% | -1.1% | +15.7% | +14.3% |
| YTD | +13.0% | +1.6% | +11.3% | +11.2% |
| 1Y | +19.4% | -2.7% | +22.1% | +19.4% |
| 3Y | +78.9% | +6.3% | +72.6% | +70.0% |
| 5Y | +82.3% | -19.3% | +101.6% | +92.1% |
| 10Y | +314.2% | +46.0% | +268.2% | +227.8% |
| All | +822.6% | +205.5% | +617.1% | +397.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling