-32.7%
UPS vs VCIT
+3.7%
-36.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.0% |
| 7D | +3.8% | -1.4% | +5.2% | +5.2% |
| 30D | +17.4% | +0.6% | +16.8% | +16.8% |
| 3M | +8.2% | -2.2% | +10.4% | +10.6% |
| 6M | +17.9% | -2.3% | +20.3% | +20.7% |
| YTD | +18.7% | -2.2% | +20.9% | +21.4% |
| 1Y | +24.8% | -1.4% | +26.2% | +26.7% |
| 3Y | -4.5% | +18.7% | -23.3% | -16.8% |
| All | -32.7% | +3.7% | -36.4% | -37.3% |
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