-47.5%
UPST vs VEU
+12.4%
-60.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | -10.6% | +2.1% | -12.7% | -13.3% |
| 30D | -14.0% | -0.9% | -13.1% | -12.4% |
| 3M | -36.8% | -5.4% | -31.5% | -31.0% |
| 6M | -27.5% | -1.8% | -25.7% | -24.5% |
| YTD | -55.3% | +10.9% | -66.2% | -65.9% |
| 1Y | -47.5% | +13.6% | -61.1% | -62.7% |
| All | -47.5% | +12.4% | -60.0% | -62.7% |
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