+2,545.5%
VRT vs UPS
+16.7%
+2,528.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.4% | -9.2% |
| 7D | +2.4% | -3.7% | +6.1% | +3.7% |
| 30D | -2.7% | -3.7% | +1.1% | -1.4% |
| 3M | -9.2% | -6.6% | -2.6% | -7.3% |
| 6M | -0.5% | +2.6% | -3.1% | -1.8% |
| YTD | +62.3% | +4.8% | +57.6% | +58.5% |
| 1Y | +109.6% | +25.3% | +84.3% | +91.0% |
| 3Y | +573.1% | -26.9% | +599.9% | +617.1% |
| 5Y | +953.6% | -33.5% | +987.1% | +1,084.0% |
| All | +2,545.5% | +16.7% | +2,528.9% | +2,398.1% |
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 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