+36.0%
UPS vs VO
+197.9%
-162.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.5% |
| 7D | -3.4% | -2.5% | -0.9% | -1.4% |
| 30D | -2.7% | -3.2% | +0.5% | -0.1% |
| 3M | -1.6% | +3.9% | -5.6% | -4.6% |
| 6M | +2.3% | +9.6% | -7.3% | -4.8% |
| YTD | +5.6% | +11.6% | -6.0% | -3.2% |
| 1Y | +27.1% | +12.6% | +14.4% | +15.6% |
| 3Y | -26.3% | +55.4% | -81.7% | -48.3% |
| 5Y | -34.5% | +41.8% | -76.3% | -50.9% |
| All | +36.0% | +197.9% | -162.0% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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