-34.5%
UPS vs VEA
+57.9%
-92.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.7% |
| 7D | -3.4% | -2.1% | -1.3% | -1.8% |
| 30D | -2.7% | -1.1% | -1.7% | -2.0% |
| 3M | -1.6% | +5.1% | -6.7% | -5.6% |
| 6M | +2.3% | +9.8% | -7.4% | -5.6% |
| YTD | +5.6% | +15.9% | -10.4% | -7.0% |
| 1Y | +27.1% | +24.6% | +2.5% | +5.4% |
| 3Y | -26.3% | +75.5% | -101.8% | -54.5% |
| 5Y | -34.5% | +59.4% | -93.9% | -56.7% |
| All | -34.5% | +57.9% | -92.4% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling