-90.3%
UPSX vs VT
+23.3%
-113.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.2% |
| 7D | -7.9% | +0.4% | -8.3% | -9.5% |
| 30D | -17.5% | +1.0% | -18.5% | -19.9% |
| 3M | -33.2% | +2.4% | -35.5% | -36.6% |
| 6M | -26.0% | +12.0% | -38.0% | -52.9% |
| YTD | -73.2% | +15.3% | -88.5% | -85.4% |
| 1Y | -90.3% | +22.6% | -112.9% | -96.1% |
| All | -90.3% | +23.3% | -113.7% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling