-49.4%
UPST vs VRSN
+31.7%
-81.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.1% | +9.3% |
| 7D | -3.1% | +3.6% | -6.7% | -3.3% |
| 30D | -4.0% | +8.8% | -12.8% | -4.3% |
| 3M | -22.9% | +6.6% | -29.5% | -23.2% |
| 6M | -27.1% | +16.7% | -43.8% | -28.4% |
| YTD | -46.5% | +32.1% | -78.7% | -49.2% |
| 1Y | -49.4% | +34.1% | -83.5% | -52.5% |
| All | -49.4% | +31.7% | -81.1% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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