-5.6%
UPS vs VUG
+79.7%
-85.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +1.7% | -1.2% | +2.9% | +2.2% |
| 30D | +17.4% | -8.9% | +26.3% | +21.8% |
| 3M | +7.7% | -5.9% | +13.7% | +10.1% |
| 6M | +13.8% | -3.3% | +17.1% | +14.8% |
| YTD | +17.3% | +3.4% | +13.9% | +14.6% |
| 1Y | +27.2% | +1.9% | +25.3% | +25.0% |
| 3Y | -5.6% | +76.9% | -82.6% | -31.0% |
| All | -5.6% | +79.7% | -85.4% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 3y: compounded portfolio wealth divided by compounded VUG 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…
3y analysis · Full analysis span regression · 6 months rolling