-48.1%
UPST vs VO
+14.5%
-62.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -2.8% |
| 7D | -12.1% | +0.2% | -12.3% | -12.7% |
| 30D | -13.4% | +2.0% | -15.4% | -18.0% |
| 3M | -31.2% | -0.3% | -30.9% | -29.9% |
| 6M | -28.3% | +7.3% | -35.6% | -40.4% |
| YTD | -53.0% | +15.0% | -68.0% | -68.4% |
| All | -48.1% | +14.5% | -62.6% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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