-23.7%
UPST vs VO
+2.3%
-26.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.7% |
| 7D | -4.9% | -2.6% | -2.4% | +1.9% |
| 30D | -8.9% | -0.9% | -7.9% | -6.5% |
| 3M | -26.3% | -3.0% | -23.3% | -18.8% |
| 6M | -23.7% | +2.2% | -25.9% | -25.4% |
| All | -23.7% | +2.3% | -26.0% | -25.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling