+2,010.2%
VRT vs UPS
+29.8%
+1,980.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.4% | +2.1% |
| 7D | +18.6% | -0.6% | +19.2% | +18.9% |
| 30D | -11.7% | +16.4% | -28.1% | -16.3% |
| 3M | -27.3% | +7.9% | -35.2% | -29.5% |
| 6M | -42.9% | +15.8% | -58.7% | -46.1% |
| YTD | +29.5% | +16.6% | +12.9% | +21.4% |
| 1Y | +21.0% | +22.3% | -1.3% | +11.4% |
| 3Y | +403.1% | -6.2% | +409.3% | +382.3% |
| 5Y | +688.8% | -34.4% | +723.2% | +775.7% |
| All | +2,010.2% | +29.8% | +1,980.4% | +1,812.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling