+98.9%
VSH vs UDR
+9.0%
+89.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.0% |
| 7D | +14.3% | -0.4% | +14.7% | +14.2% |
| 30D | -7.9% | +7.8% | -15.6% | -6.2% |
| 3M | -19.9% | -2.8% | -17.1% | -19.3% |
| 6M | -30.5% | -1.4% | -29.1% | -31.9% |
| YTD | +85.7% | +3.4% | +82.3% | +80.0% |
| 1Y | +98.9% | +9.9% | +89.1% | +88.9% |
| All | +98.9% | +9.0% | +89.9% | +88.9% |
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