-19.5%
UDR price history and return analytics
+65.7%
-85.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.5% |
| 7D | -3.3% | -0.1% | -3.1% | -3.2% |
| 30D | -5.6% | -0.7% | -5.0% | -5.2% |
| 3M | -9.4% | +4.0% | -13.4% | -12.3% |
| 6M | -3.0% | +12.3% | -15.2% | -11.7% |
| YTD | -0.4% | +14.0% | -14.4% | -10.5% |
| 1Y | -5.1% | +20.3% | -25.4% | -18.5% |
| 3Y | +4.2% | +75.4% | -71.2% | -35.1% |
| 5Y | -19.5% | +66.0% | -85.5% | -48.6% |
| All | -19.5% | +65.7% | -85.2% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling