+75.7%
VTI vs UPS
-26.3%
+102.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -0.9% | -2.0% | +1.1% | -0.5% |
| 30D | -1.4% | -2.0% | +0.5% | -1.0% |
| 3M | +3.6% | -6.2% | +9.8% | +4.8% |
| 6M | +13.6% | +2.8% | +10.8% | +12.2% |
| YTD | +12.9% | +5.9% | +7.0% | +10.5% |
| 1Y | +17.2% | +26.2% | -9.0% | +9.7% |
| 3Y | +75.7% | -26.0% | +101.7% | +79.5% |
| All | +75.7% | -26.3% | +102.0% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling