+61.1%
VZ vs UPS
+35.8%
+25.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +0.2% | -2.1% | +2.3% | +0.6% |
| 30D | +7.1% | -2.3% | +9.4% | +7.6% |
| 3M | +12.8% | -5.2% | +18.0% | +13.6% |
| 6M | +1.8% | +1.4% | +0.4% | +1.0% |
| YTD | +30.0% | +6.1% | +23.9% | +27.6% |
| 1Y | +24.3% | +27.0% | -2.7% | +17.6% |
| 3Y | +84.3% | -25.9% | +110.2% | +91.3% |
| 5Y | +25.9% | -34.6% | +60.5% | +32.1% |
| 10Y | +61.1% | +36.2% | +24.9% | +30.5% |
| All | +61.1% | +35.8% | +25.3% | +30.5% |
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 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