+44.5%
UDR price history and return analytics
+226.9%
-182.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.1% |
| 7D | -3.4% | -2.0% | -1.4% | -1.8% |
| 30D | -5.4% | -1.4% | -4.0% | -4.4% |
| 3M | -10.0% | +4.7% | -14.7% | -13.7% |
| 6M | -2.5% | +11.4% | -13.9% | -11.5% |
| YTD | -1.1% | +13.1% | -14.2% | -11.5% |
| 1Y | -3.9% | +19.0% | -22.9% | -17.8% |
| 3Y | +3.4% | +73.9% | -70.5% | -36.5% |
| 5Y | -18.9% | +65.4% | -84.3% | -48.3% |
| All | +44.5% | +226.9% | -182.4% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling