+118.1%
VSH vs UDR
-3.8%
+121.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +4.8% | -3.5% | +8.2% | +4.5% |
| 30D | -0.7% | -5.3% | +4.6% | -1.1% |
| 3M | -43.1% | -9.5% | -33.5% | -43.8% |
| 6M | +91.8% | -0.7% | +92.4% | +83.3% |
| YTD | +131.6% | -1.2% | +132.8% | +122.3% |
| 1Y | +118.1% | -5.7% | +123.8% | +109.8% |
| All | +118.1% | -3.8% | +121.9% | +109.8% |
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