-4.8%
UPST vs VRSN
+38.9%
-43.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | -7.1% | -0.2% | -7.0% | -7.1% |
| 3M | -13.1% | -0.3% | -12.8% | -14.2% |
| 6M | -1.1% | +23.0% | -24.1% | -20.0% |
| YTD | -35.9% | +21.3% | -57.2% | -48.3% |
| 1Y | -57.4% | +6.7% | -64.1% | -61.4% |
| 3Y | -14.9% | +45.0% | -59.8% | -47.2% |
| 5Y | -88.7% | +35.0% | -123.7% | -92.3% |
| All | -4.8% | +38.9% | -43.7% | -40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling