+12,036.0%
VRTX vs UDR
+2,631.7%
+9,404.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -2.0% | +2.8% | +1.5% |
| 30D | +12.6% | -5.2% | +17.8% | +14.5% |
| 3M | +23.6% | -5.8% | +29.4% | +25.9% |
| 6M | +14.3% | -1.7% | +16.0% | +14.6% |
| YTD | +20.5% | +2.4% | +18.1% | +18.9% |
| 1Y | +37.6% | -2.1% | +39.7% | +37.6% |
| 3Y | +55.5% | +4.2% | +51.3% | +50.4% |
| 5Y | +175.7% | -20.0% | +195.7% | +187.0% |
| 10Y | +474.2% | +44.6% | +429.6% | +361.5% |
| All | +12,036.0% | +2,631.7% | +9,404.3% | +4,176.6% |
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