-24.4%
UPST vs VLTO
+68.7%
-93.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.0% |
| 7D | -10.9% | +12.0% | -22.9% | -20.0% |
| 30D | -7.2% | +20.8% | -28.0% | -22.5% |
| 3M | -26.7% | +20.1% | -46.8% | -38.3% |
| 6M | -29.0% | +32.6% | -61.6% | -46.4% |
| YTD | -49.4% | +17.3% | -66.7% | -56.5% |
| 1Y | -47.0% | +17.3% | -64.3% | -54.6% |
| All | -24.4% | +68.7% | -93.1% | -51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling