+36.4%
UPS vs VTEB
+17.9%
+18.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | -2.0% | -0.9% | -1.0% | -1.6% |
| 30D | -2.0% | -2.5% | +0.6% | -0.9% |
| 3M | -6.2% | -3.0% | -3.3% | -5.1% |
| 6M | +2.8% | -2.1% | +4.9% | +3.7% |
| YTD | +5.9% | -1.5% | +7.4% | +6.7% |
| 1Y | +26.2% | +0.2% | +26.1% | +26.4% |
| 3Y | -26.0% | +8.6% | -34.6% | -28.0% |
| 5Y | -34.3% | +1.2% | -35.5% | -35.2% |
| All | +36.4% | +17.9% | +18.5% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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