+297.8%
VTI vs UPS
+37.9%
+259.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.9% | -2.0% | +1.1% | -0.2% |
| 30D | -1.4% | -2.0% | +0.5% | -0.8% |
| 3M | +3.6% | -6.2% | +9.8% | +5.6% |
| 6M | +13.6% | +2.8% | +10.8% | +11.4% |
| YTD | +12.9% | +5.9% | +7.0% | +9.0% |
| 1Y | +17.2% | +26.2% | -9.0% | +5.4% |
| 3Y | +75.7% | -26.0% | +101.7% | +88.1% |
| 5Y | +75.4% | -34.3% | +109.7% | +94.1% |
| All | +297.8% | +37.9% | +259.9% | +185.6% |
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