+43.3%
UPS vs VXUS
+146.4%
-103.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.1% |
| 7D | -0.6% | +2.3% | -2.9% | -2.3% |
| 30D | +16.4% | -2.2% | +18.7% | +18.4% |
| 3M | +7.9% | -5.4% | +13.3% | +12.4% |
| 6M | +15.8% | -1.2% | +17.1% | +16.4% |
| YTD | +16.6% | +10.4% | +6.2% | +7.1% |
| 1Y | +22.3% | +11.8% | +10.5% | +11.3% |
| 3Y | -6.2% | +68.4% | -74.6% | -38.2% |
| 5Y | -34.4% | +45.9% | -80.3% | -52.0% |
| All | +43.3% | +146.4% | -103.1% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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