-12.1%
UPST vs VEU
+74.9%
-87.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.3% | -2.1% |
| 7D | -8.1% | +0.3% | -8.4% | -8.7% |
| 30D | -14.3% | +0.7% | -15.0% | -15.5% |
| 3M | -16.6% | +4.7% | -21.3% | -25.6% |
| 6M | -7.3% | +11.6% | -18.9% | -30.6% |
| YTD | -40.8% | +16.8% | -57.6% | -61.1% |
| 1Y | -62.4% | +24.9% | -87.3% | -79.3% |
| 3Y | -15.3% | +75.7% | -91.0% | -79.9% |
| 5Y | -91.1% | +56.1% | -147.2% | -96.6% |
| All | -12.1% | +74.9% | -87.0% | -71.8% |
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