-9.6%
UPS vs VCIT
+19.7%
-29.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.3% | -2.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +17.3% | +1.9% | +15.4% | +14.7% |
| 3M | +6.6% | -1.4% | +8.1% | +8.5% |
| 6M | +12.0% | -2.1% | +14.1% | +14.9% |
| YTD | +14.4% | -1.6% | +16.0% | +16.7% |
| 1Y | +23.3% | -0.9% | +24.2% | +25.0% |
| 3Y | -9.6% | +20.0% | -29.6% | -23.4% |
| All | -9.6% | +19.7% | -29.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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