+948.7%
VTI vs UDR
+748.6%
+200.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | +0.2% |
| 7D | -0.4% | -3.3% | +2.9% | +0.9% |
| 30D | -1.6% | -5.6% | +4.0% | +0.5% |
| 3M | +3.6% | -9.4% | +13.0% | +7.1% |
| 6M | +13.0% | -3.0% | +16.0% | +13.7% |
| YTD | +12.7% | -0.4% | +13.1% | +12.0% |
| 1Y | +18.4% | -5.1% | +23.5% | +19.6% |
| 3Y | +76.4% | +4.2% | +72.2% | +70.3% |
| 5Y | +73.7% | -19.5% | +93.2% | +82.7% |
| 10Y | +302.5% | +47.9% | +254.6% | +228.2% |
| All | +948.7% | +748.6% | +200.1% | +265.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling