-12.1%
UPST vs VOO
+123.8%
-136.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -2.8% |
| 7D | -8.1% | -0.4% | -7.7% | -7.1% |
| 30D | -14.3% | -1.4% | -12.9% | -10.5% |
| 3M | -16.6% | +3.7% | -20.4% | -23.9% |
| 6M | -7.3% | +13.0% | -20.3% | -32.8% |
| YTD | -40.8% | +12.4% | -53.2% | -55.9% |
| 1Y | -62.4% | +18.6% | -81.0% | -75.6% |
| 3Y | -15.3% | +78.1% | -93.4% | -80.6% |
| 5Y | -91.1% | +82.3% | -173.3% | -97.5% |
| All | -12.1% | +123.8% | -136.0% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling