-49.4%
UPST vs VIG
+19.5%
-69.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.1% | +7.3% | +2.6% |
| 7D | -3.1% | +2.7% | -5.9% | -10.8% |
| 30D | -4.0% | +7.0% | -11.0% | -22.3% |
| 3M | -22.9% | +4.0% | -26.9% | -31.2% |
| 6M | -27.1% | +12.3% | -39.4% | -48.8% |
| YTD | -46.5% | +16.4% | -62.9% | -66.0% |
| 1Y | -49.4% | +19.2% | -68.7% | -71.1% |
| All | -49.4% | +19.5% | -69.0% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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