+55.4%
VXUS vs UDR
-18.0%
+73.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.2% |
| 7D | +1.6% | -2.1% | +3.6% | +2.2% |
| 30D | +1.0% | -5.6% | +6.6% | +2.7% |
| 3M | +5.7% | -5.8% | +11.4% | +7.2% |
| 6M | +13.6% | -1.1% | +14.7% | +13.3% |
| YTD | +17.4% | +1.6% | +15.8% | +15.9% |
| 1Y | +25.1% | -2.7% | +27.7% | +25.1% |
| 3Y | +75.8% | +6.3% | +69.5% | +68.8% |
| 5Y | +55.4% | -19.3% | +74.7% | +62.3% |
| All | +55.4% | -18.0% | +73.4% | +62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling