+30.6%
UPS vs VG
+47.2%
-16.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -7.7% | +12.4% | +4.1% |
| 7D | +8.2% | -16.4% | +24.6% | +6.9% |
| 30D | +22.7% | -10.8% | +33.5% | +21.9% |
| 3M | +6.4% | -6.3% | +12.7% | +6.4% |
| 6M | +22.6% | -12.5% | +35.1% | +22.5% |
| YTD | +20.7% | +76.9% | -56.2% | +22.7% |
| 1Y | +30.6% | +51.8% | -21.2% | +33.8% |
| All | +30.6% | +47.2% | -16.5% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling