-33.5%
UPS price history and return analytics
+65.7%
-99.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.7% |
| 7D | -3.7% | -0.1% | -3.5% | -3.6% |
| 30D | -3.7% | -0.7% | -3.1% | -3.1% |
| 3M | -6.6% | +4.0% | -10.5% | -9.8% |
| 6M | +2.6% | +12.3% | -9.7% | -7.8% |
| YTD | +4.8% | +14.0% | -9.2% | -7.2% |
| 1Y | +25.3% | +20.3% | +5.0% | +5.5% |
| 3Y | -26.9% | +75.4% | -102.3% | -57.1% |
| 5Y | -33.5% | +66.0% | -99.5% | -59.8% |
| All | -33.5% | +65.7% | -99.2% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling