-51.7%
UPST vs VOO
+11.8%
-63.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.5% | -5.9% |
| 7D | -13.5% | +3.3% | -16.8% | -20.9% |
| 30D | -19.6% | -2.7% | -17.0% | -12.9% |
| 3M | -34.2% | -1.7% | -32.4% | -30.3% |
| 6M | -31.2% | +3.1% | -34.3% | -35.8% |
| YTD | -56.2% | +11.9% | -68.2% | -67.0% |
| 1Y | -51.7% | +12.1% | -63.7% | -63.6% |
| All | -51.7% | +11.8% | -63.5% | -63.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling