-26.2%
UPS vs VEA
+73.9%
-100.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.7% |
| 7D | -3.4% | -2.1% | -1.3% | -1.9% |
| 30D | -2.7% | -1.1% | -1.7% | -2.0% |
| 3M | -1.6% | +5.1% | -6.7% | -5.4% |
| 6M | +2.3% | +9.8% | -7.4% | -5.2% |
| YTD | +5.6% | +15.9% | -10.4% | -6.5% |
| 1Y | +27.1% | +24.6% | +2.5% | +6.1% |
| All | -26.2% | +73.9% | -100.1% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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