+112.0%
VSH vs UDR
-1.4%
+113.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +4.1% | -2.0% | +6.1% | +3.9% |
| 30D | -4.2% | -5.2% | +1.0% | -4.4% |
| 3M | -50.0% | -5.8% | -44.2% | -50.6% |
| 6M | +80.2% | -1.7% | +81.9% | +75.9% |
| YTD | +121.1% | +2.4% | +118.7% | +112.7% |
| 1Y | +112.0% | -2.1% | +114.1% | +107.0% |
| All | +112.0% | -1.4% | +113.4% | +107.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling