+5.4%
UPST vs VEU
+70.2%
-64.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | -4.1% |
| 7D | +4.4% | +0.8% | +3.7% | +2.9% |
| 30D | -7.7% | -1.6% | -6.0% | -4.2% |
| 3M | -28.4% | -4.2% | -24.3% | -21.5% |
| 6M | -23.2% | -1.5% | -21.7% | -20.5% |
| YTD | -49.1% | +11.7% | -60.8% | -61.5% |
| 1Y | -42.4% | +15.6% | -57.9% | -59.8% |
| 3Y | +5.4% | +71.7% | -66.4% | -80.9% |
| All | +5.4% | +70.2% | -64.9% | -80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling