-88.6%
UPSX price history and return analytics
+13.3%
-101.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.2% |
| 7D | -20.7% | -1.6% | -19.1% | -13.3% |
| 30D | -17.0% | -2.5% | -14.5% | -4.7% |
| 3M | -53.4% | -1.3% | -52.1% | -48.2% |
| 6M | -67.2% | +3.1% | -70.3% | -69.8% |
| YTD | -85.7% | +10.9% | -96.6% | -90.4% |
| All | -88.6% | +13.3% | -101.8% | -93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling