+45.9%
UPS vs VSH
+115.4%
-69.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.9% |
| 7D | +3.8% | +14.3% | -10.6% | 0.0% |
| 30D | +17.4% | -7.9% | +25.2% | +18.2% |
| 3M | +8.2% | -19.9% | +28.1% | +11.7% |
| 6M | +17.9% | -30.5% | +48.5% | +21.7% |
| YTD | +18.7% | +85.7% | -67.0% | -10.7% |
| 1Y | +24.8% | +98.9% | -74.1% | -8.3% |
| 3Y | -4.5% | +32.1% | -36.6% | -24.4% |
| 5Y | -33.2% | +39.7% | -72.9% | -49.2% |
| All | +45.9% | +115.4% | -69.5% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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