-47.5%
UPST vs VLTO
+21.9%
-69.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | -10.6% | +1.0% | -11.6% | -10.9% |
| 30D | -14.0% | +17.5% | -31.5% | -18.7% |
| 3M | -36.8% | +21.4% | -58.2% | -41.3% |
| 6M | -27.5% | +38.1% | -65.7% | -36.2% |
| YTD | -55.3% | +19.0% | -74.3% | -55.4% |
| 1Y | -47.5% | +20.7% | -68.2% | -48.1% |
| All | -47.5% | +21.9% | -69.4% | -48.1% |
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