-30.7%
UPST vs VEU
+66.1%
-96.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.7% | -7.6% | -6.6% |
| 7D | -4.5% | +0.5% | -5.0% | -5.6% |
| 30D | -15.3% | -2.3% | -13.0% | -10.1% |
| 3M | -32.4% | -4.4% | -28.1% | -24.5% |
| 6M | -29.5% | -2.2% | -27.4% | -25.8% |
| YTD | -53.3% | +10.9% | -64.3% | -65.3% |
| 1Y | -47.4% | +13.4% | -60.7% | -62.8% |
| 3Y | -2.2% | +69.7% | -71.9% | -75.2% |
| 5Y | -92.0% | +50.0% | -142.0% | -96.6% |
| All | -30.7% | +66.1% | -96.9% | -74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling