+69.2%
VTRS vs UDR
-1.4%
+70.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.3% | -2.0% | +5.3% | +4.4% |
| 30D | -3.6% | -5.2% | +1.5% | -0.9% |
| 3M | +7.0% | -5.8% | +12.7% | +10.2% |
| 6M | +17.5% | -1.7% | +19.2% | +18.3% |
| YTD | +38.8% | +2.4% | +36.4% | +36.5% |
| 1Y | +69.2% | -2.1% | +71.3% | +69.5% |
| All | +69.2% | -1.4% | +70.6% | +69.5% |
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 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