+151.9%
UPS vs VXUS
+179.6%
-27.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -2.9% | +1.0% | -3.9% | -3.6% |
| 30D | -3.5% | +2.2% | -5.7% | -5.0% |
| 3M | -5.7% | +3.0% | -8.7% | -7.7% |
| 6M | -4.4% | +10.7% | -15.0% | -11.1% |
| YTD | +8.0% | +17.8% | -9.8% | -3.9% |
| 1Y | +29.0% | +27.6% | +1.5% | +8.6% |
| 3Y | -27.7% | +73.3% | -101.0% | -50.8% |
| 5Y | -34.3% | +54.3% | -88.7% | -51.8% |
| 10Y | +37.8% | +149.8% | -112.0% | -26.1% |
| All | +151.9% | +179.6% | -27.7% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling