+822.6%
VOO vs UPS
+157.6%
+665.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.2% |
| 7D | +0.5% | -2.1% | +2.7% | +1.4% |
| 30D | -0.9% | -2.3% | +1.4% | 0.0% |
| 3M | +3.9% | -5.2% | +9.1% | +5.6% |
| 6M | +14.5% | +1.4% | +13.1% | +12.5% |
| YTD | +13.0% | +6.1% | +6.8% | +8.4% |
| 1Y | +19.4% | +27.0% | -7.6% | +5.5% |
| 3Y | +78.9% | -25.9% | +104.8% | +92.8% |
| 5Y | +82.3% | -34.6% | +116.9% | +103.7% |
| 10Y | +314.2% | +36.2% | +278.1% | +182.8% |
| All | +822.6% | +157.6% | +665.0% | +271.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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