+257.7%
UDR price history and return analytics
+356.5%
-98.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.2% |
| 7D | -0.4% | +2.4% | -2.7% | -2.8% |
| 30D | +7.8% | -1.5% | +9.3% | +9.1% |
| 3M | -2.8% | -4.1% | +1.3% | +1.1% |
| 6M | -1.4% | +0.6% | -2.0% | -3.3% |
| YTD | +3.4% | +11.0% | -7.6% | -9.2% |
| 1Y | +9.9% | +13.3% | -3.5% | -5.7% |
| 3Y | +28.5% | +73.4% | -44.9% | -31.4% |
| 5Y | -20.5% | +57.4% | -77.9% | -53.4% |
| 10Y | +54.2% | +221.7% | -167.5% | -61.6% |
| All | +257.7% | +356.5% | -98.8% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling