-47.4%
UPST vs VEU
+13.9%
-61.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.7% | -7.6% | -7.2% |
| 7D | -4.5% | +0.5% | -5.0% | -5.0% |
| 30D | -15.3% | -2.3% | -13.0% | -11.9% |
| 3M | -32.4% | -4.4% | -28.1% | -27.3% |
| 6M | -29.5% | -2.2% | -27.4% | -26.3% |
| YTD | -53.3% | +10.9% | -64.3% | -64.9% |
| 1Y | -47.4% | +13.4% | -60.7% | -63.0% |
| All | -47.4% | +13.9% | -61.2% | -63.0% |
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