-11.7%
UPST vs VRSN
+44.7%
-56.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -7.1% | -0.2% | -7.0% | -7.1% |
| 3M | -13.1% | -0.3% | -12.8% | -13.1% |
| 6M | -1.1% | +23.0% | -24.1% | -8.1% |
| YTD | -35.9% | +21.3% | -57.2% | -40.5% |
| 1Y | -57.4% | +6.7% | -64.1% | -58.6% |
| All | -11.7% | +44.7% | -56.4% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling