-90.2%
UPST vs VEU
+56.3%
-146.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -2.8% |
| 7D | -1.5% | +1.7% | -3.2% | -5.4% |
| 30D | -13.2% | +1.0% | -14.2% | -15.1% |
| 3M | -13.0% | +5.6% | -18.6% | -24.2% |
| 6M | -2.9% | +13.7% | -16.5% | -31.0% |
| YTD | -38.3% | +17.7% | -56.0% | -60.7% |
| 1Y | -60.5% | +25.8% | -86.2% | -78.9% |
| 3Y | -11.7% | +77.1% | -88.9% | -80.5% |
| 5Y | -90.2% | +57.1% | -147.3% | -96.1% |
| All | -90.2% | +56.3% | -146.4% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling