-49.4%
UPST vs VEU
+17.0%
-66.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.4% | +6.4% |
| 7D | -3.1% | +0.2% | -3.4% | -3.2% |
| 30D | -4.0% | -2.1% | -1.9% | -0.7% |
| 3M | -22.9% | -2.7% | -20.2% | -19.2% |
| 6M | -27.1% | +3.2% | -30.3% | -30.3% |
| YTD | -46.5% | +12.6% | -59.1% | -60.0% |
| 1Y | -49.4% | +17.1% | -66.5% | -66.1% |
| All | -49.4% | +17.0% | -66.4% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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