+36.4%
UPS vs VNQ
+64.0%
-27.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.1% |
| 7D | -2.0% | -1.3% | -0.7% | -1.2% |
| 30D | -2.0% | -2.6% | +0.6% | -0.4% |
| 3M | -6.2% | -2.0% | -4.2% | -5.1% |
| 6M | +2.8% | +4.3% | -1.6% | +0.2% |
| YTD | +5.9% | +9.2% | -3.3% | +0.5% |
| 1Y | +26.2% | +5.6% | +20.6% | +22.0% |
| 3Y | -26.0% | +30.8% | -56.9% | -37.1% |
| 5Y | -34.3% | +8.0% | -42.2% | -38.1% |
| All | +36.4% | +64.0% | -27.7% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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