+190.7%
UPS vs VGT
+2,279.6%
-2,088.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.1% | +1.8% | -4.0% | -3.2% |
| 30D | -2.3% | -0.3% | -2.0% | -2.2% |
| 3M | -5.2% | +3.4% | -8.6% | -7.6% |
| 6M | +1.4% | +35.0% | -33.6% | -16.1% |
| YTD | +6.1% | +28.8% | -22.6% | -10.1% |
| 1Y | +27.0% | +38.0% | -11.0% | +2.6% |
| 3Y | -25.9% | +125.8% | -151.7% | -57.4% |
| 5Y | -34.6% | +134.7% | -169.3% | -64.2% |
| 10Y | +36.2% | +792.6% | -756.4% | -70.5% |
| All | +190.7% | +2,279.6% | -2,088.9% | -71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling