+63.4%
VSH vs UDR
+14.9%
+48.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.6% | -8.7% | -4.1% |
| 7D | -13.6% | +7.2% | -20.9% | -12.0% |
| 30D | -30.4% | +10.5% | -40.8% | -28.7% |
| 3M | -33.3% | -2.3% | -31.0% | -32.5% |
| 6M | -15.1% | +4.0% | -19.1% | -17.1% |
| YTD | +80.2% | +5.6% | +74.6% | +75.1% |
| 1Y | +63.4% | +13.0% | +50.3% | +52.7% |
| All | +63.4% | +14.9% | +48.4% | +52.7% |
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