-4.8%
UPST vs VSAT
+124.6%
-129.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.0% | -6.7% | -3.3% |
| 7D | -3.5% | +11.8% | -15.3% | -7.1% |
| 30D | -7.1% | -7.0% | -0.1% | -5.3% |
| 3M | -13.1% | +3.3% | -16.4% | -16.8% |
| 6M | -1.1% | +57.4% | -58.5% | -19.5% |
| YTD | -35.9% | +118.6% | -154.4% | -54.1% |
| 1Y | -57.4% | +150.2% | -207.6% | -71.3% |
| 3Y | -14.9% | +160.7% | -175.6% | -53.9% |
| 5Y | -88.7% | +51.2% | -139.8% | -92.5% |
| All | -4.8% | +124.6% | -129.4% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling