-42.6%
UPST vs VLTO
+20.2%
-62.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +4.4% | +2.0% | +2.4% | +3.9% |
| 30D | -7.7% | +21.8% | -29.5% | -14.1% |
| 3M | -28.4% | +20.2% | -48.6% | -33.1% |
| 6M | -23.2% | +36.3% | -59.5% | -31.6% |
| YTD | -49.1% | +18.8% | -68.0% | -49.4% |
| All | -42.6% | +20.2% | -62.8% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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