+1,142.3%
VST vs UPS
+45.7%
+1,096.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.5% |
| 7D | +10.9% | -1.6% | +12.6% | +11.3% |
| 30D | -15.6% | +17.9% | -33.6% | -18.6% |
| 3M | -7.8% | +9.4% | -17.2% | -9.8% |
| 6M | -12.0% | +16.2% | -28.1% | -15.0% |
| YTD | -16.9% | +18.8% | -35.7% | -20.6% |
| 1Y | -25.1% | +26.1% | -51.2% | -29.5% |
| 3Y | +297.1% | -4.5% | +301.5% | +284.4% |
| 5Y | +641.9% | -33.2% | +675.1% | +683.7% |
| 10Y | +1,142.3% | +44.3% | +1,098.0% | +867.9% |
| All | +1,142.3% | +45.7% | +1,096.6% | +867.9% |
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