-33.7%
UPS vs VCIT
+4.1%
-37.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.9% | -0.3% | -2.5% | -2.6% |
| 30D | -3.5% | -0.8% | -2.7% | -2.8% |
| 3M | -5.7% | -1.0% | -4.7% | -4.8% |
| 6M | -4.4% | -1.8% | -2.5% | -2.7% |
| YTD | +8.0% | -0.7% | +8.7% | +8.8% |
| 1Y | +29.0% | +1.0% | +28.1% | +28.3% |
| 3Y | -27.7% | +18.8% | -46.6% | -36.7% |
| All | -33.7% | +4.1% | -37.8% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling