-99.3%
UPXI vs VT
+57.4%
-156.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +1.5% |
| 7D | -6.8% | +0.4% | -7.2% | -6.6% |
| 30D | -39.6% | -2.6% | -37.0% | -37.7% |
| 3M | -21.9% | -3.2% | -18.7% | -18.8% |
| 6M | -51.9% | +0.9% | -52.8% | -51.1% |
| YTD | -60.5% | +11.3% | -71.8% | -61.6% |
| 1Y | -79.9% | +14.0% | -93.9% | -80.6% |
| 3Y | -96.9% | +75.8% | -172.7% | -97.4% |
| 5Y | -99.3% | +57.8% | -157.2% | -99.3% |
| All | -99.3% | +57.4% | -156.7% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling