-93.5%
UPST vs VSAT
-0.1%
-93.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.7% | -8.8% | -3.6% |
| 7D | -4.9% | -17.0% | +12.1% | +0.1% |
| 30D | -8.9% | -9.8% | +0.9% | -7.3% |
| 3M | -26.3% | -22.0% | -4.3% | -22.2% |
| 6M | -23.7% | -5.0% | -18.8% | -27.1% |
| YTD | -49.9% | +85.6% | -135.5% | -63.1% |
| 1Y | -42.0% | +80.2% | -122.2% | -57.0% |
| 3Y | -25.3% | +250.0% | -275.3% | -67.5% |
| All | -93.5% | -0.1% | -93.4% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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