+24.5%
UPS vs VG
+43.9%
-19.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.2% |
| 7D | +1.7% | -7.7% | +9.4% | +1.2% |
| 30D | +17.4% | -8.8% | +26.2% | +16.8% |
| 3M | +7.7% | -15.6% | +23.4% | +6.8% |
| 6M | +13.8% | +5.2% | +8.6% | +15.1% |
| YTD | +17.3% | +76.9% | -59.6% | +16.5% |
| All | +24.5% | +43.9% | -19.3% | +24.7% |
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