+4.6%
UDR price history and return analytics
+74.2%
-69.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.6% |
| 7D | -3.3% | -0.1% | -3.1% | -3.2% |
| 30D | -5.6% | -0.7% | -5.0% | -5.3% |
| 3M | -9.4% | +4.0% | -13.4% | -11.9% |
| 6M | -3.0% | +12.3% | -15.2% | -10.8% |
| YTD | -0.4% | +14.0% | -14.4% | -9.6% |
| 1Y | -5.1% | +20.3% | -25.4% | -17.6% |
| All | +4.6% | +74.2% | -69.6% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling