-5.4%
UPS vs VG
-44.6%
+39.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.8% |
| 7D | +3.8% | +14.0% | -10.2% | +4.0% |
| 30D | +17.4% | -1.0% | +18.3% | +17.4% |
| 3M | +8.2% | -2.7% | +10.9% | +8.2% |
| 6M | +17.9% | +1.5% | +16.5% | +18.0% |
| YTD | +18.7% | +93.7% | -75.0% | +16.3% |
| 1Y | +24.8% | +68.5% | -43.7% | +22.7% |
| All | -5.4% | -44.6% | +39.2% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling