+70.6%
VZ vs UPS
+44.2%
+26.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | +2.4% | +1.7% | +0.6% | +2.0% |
| 30D | +11.2% | +17.4% | -6.2% | +8.0% |
| 3M | 0.0% | +7.7% | -7.7% | -1.4% |
| 6M | +1.3% | +13.8% | -12.5% | -1.5% |
| YTD | +21.3% | +17.3% | +4.0% | +16.8% |
| 1Y | +23.9% | +27.2% | -3.2% | +17.4% |
| 3Y | +57.7% | -5.6% | +63.3% | +55.9% |
| 5Y | +21.2% | -33.5% | +54.7% | +27.3% |
| 10Y | +70.6% | +43.7% | +26.9% | +39.8% |
| All | +70.6% | +44.2% | +26.4% | +39.8% |
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