+36.4%
UPS vs VGT
+820.0%
-783.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.3% |
| 7D | -2.0% | -0.2% | -1.8% | -1.9% |
| 30D | -2.0% | -0.4% | -1.5% | -1.8% |
| 3M | -6.2% | +4.4% | -10.7% | -8.8% |
| 6M | +2.8% | +32.1% | -29.3% | -12.1% |
| YTD | +5.9% | +28.8% | -22.9% | -8.6% |
| 1Y | +26.2% | +35.3% | -9.1% | +5.6% |
| 3Y | -26.0% | +124.8% | -150.8% | -55.2% |
| 5Y | -34.3% | +137.9% | -172.2% | -62.4% |
| All | +36.4% | +820.0% | -783.7% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling