-91.3%
UPSX price history and return analytics
+29.9%
-121.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | -0.6% |
| 7D | -17.3% | -1.1% | -16.2% | -12.0% |
| 30D | -26.2% | -1.0% | -25.2% | -20.6% |
| 3M | -42.5% | +3.2% | -45.6% | -48.2% |
| 6M | -34.3% | +12.5% | -46.8% | -60.1% |
| YTD | -77.8% | +14.1% | -91.9% | -87.3% |
| 1Y | -90.9% | +18.9% | -109.8% | -95.7% |
| All | -91.3% | +29.9% | -121.1% | -97.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling