-92.9%
UPST vs VRSN
+34.1%
-127.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +2.4% |
| 7D | +4.4% | -0.8% | +5.2% | +5.2% |
| 30D | -7.7% | +0.7% | -8.4% | -8.3% |
| 3M | -28.4% | +4.1% | -32.6% | -30.9% |
| 6M | -23.2% | +6.7% | -29.9% | -29.3% |
| YTD | -49.1% | +27.1% | -76.2% | -61.2% |
| 1Y | -42.4% | +28.0% | -70.3% | -56.5% |
| 3Y | +5.4% | +52.6% | -47.3% | -41.0% |
| 5Y | -92.9% | +33.3% | -126.2% | -95.2% |
| All | -92.9% | +34.1% | -127.0% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling