+12,075.3%
VRTX vs UDR
+2,675.8%
+9,399.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +3.2% | +2.0% | +1.2% | +2.5% |
| 30D | +7.4% | +7.9% | -0.5% | +4.7% |
| 3M | +4.6% | -1.5% | +6.0% | +5.0% |
| 6M | +27.5% | +0.9% | +26.6% | +26.8% |
| YTD | +20.9% | +4.0% | +16.8% | +18.6% |
| 1Y | +30.1% | +10.4% | +19.7% | +25.1% |
| 3Y | +46.6% | +26.9% | +19.7% | +32.9% |
| 5Y | +191.6% | -19.4% | +210.9% | +202.9% |
| 10Y | +474.5% | +57.0% | +417.5% | +349.8% |
| All | +12,075.3% | +2,675.8% | +9,399.6% | +4,166.6% |
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