+75.7%
VTI vs UDR
+3.3%
+72.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | -3.5% | +2.6% | +0.1% |
| 30D | -1.4% | -5.3% | +3.9% | +0.1% |
| 3M | +3.6% | -9.5% | +13.1% | +6.4% |
| 6M | +13.6% | -0.7% | +14.3% | +13.0% |
| YTD | +12.9% | -1.2% | +14.1% | +12.2% |
| 1Y | +17.2% | -5.7% | +23.0% | +18.5% |
| 3Y | +75.7% | +3.7% | +71.9% | +73.9% |
| All | +75.7% | +3.3% | +72.4% | +73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling