+36.1%
UPS vs VXUS
+146.7%
-110.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.7% |
| 7D | -3.7% | +0.3% | -4.0% | -3.9% |
| 30D | -3.7% | +0.7% | -4.4% | -4.3% |
| 3M | -6.6% | +4.8% | -11.3% | -9.9% |
| 6M | +2.6% | +11.3% | -8.8% | -6.0% |
| YTD | +4.8% | +16.5% | -11.7% | -7.4% |
| 1Y | +25.3% | +24.3% | +1.0% | +5.3% |
| 3Y | -26.9% | +74.5% | -101.3% | -52.9% |
| 5Y | -33.5% | +54.3% | -87.8% | -53.3% |
| 10Y | +36.1% | +150.1% | -114.0% | -30.5% |
| All | +36.1% | +146.7% | -110.6% | -30.5% |
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