+36.4%
UPS price history and return analytics
+229.8%
-193.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.5% |
| 7D | -2.0% | -1.1% | -0.9% | -1.0% |
| 30D | -2.0% | -1.0% | -1.0% | -1.1% |
| 3M | -6.2% | +3.2% | -9.4% | -8.8% |
| 6M | +2.8% | +12.5% | -9.7% | -7.3% |
| YTD | +5.9% | +14.1% | -8.2% | -5.7% |
| 1Y | +26.2% | +18.9% | +7.3% | +8.3% |
| 3Y | -26.0% | +74.1% | -100.1% | -54.7% |
| 5Y | -34.3% | +66.9% | -101.1% | -58.3% |
| All | +36.4% | +229.8% | -193.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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