-84.3%
UPLD vs VT
+11.9%
-96.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.3% |
| 7D | -25.9% | +2.4% | -28.3% | -30.8% |
| 30D | +0.7% | -1.5% | +2.2% | +4.1% |
| 3M | -51.8% | -4.1% | -47.7% | -46.4% |
| 6M | -57.3% | +0.6% | -57.9% | -56.9% |
| YTD | -79.4% | +11.0% | -90.5% | -83.2% |
| 1Y | -84.3% | +13.3% | -97.6% | -87.5% |
| All | -84.3% | +11.9% | -96.2% | -87.5% |
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