+218.5%
VZ vs UPS
+243.4%
-24.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +0.1% | -2.9% | +3.0% | +0.9% |
| 30D | +7.9% | -3.5% | +11.4% | +9.0% |
| 3M | +13.6% | -5.7% | +19.4% | +15.1% |
| 6M | +1.1% | -4.4% | +5.5% | +1.5% |
| YTD | +29.3% | +8.0% | +21.3% | +24.8% |
| 1Y | +21.2% | +29.0% | -7.8% | +10.5% |
| 3Y | +75.9% | -27.7% | +103.6% | +87.0% |
| 5Y | +24.1% | -34.3% | +58.4% | +32.7% |
| 10Y | +62.4% | +37.8% | +24.6% | +24.5% |
| All | +218.5% | +243.4% | -24.9% | +62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling