-49.4%
UPST vs VSXY
+210.1%
-259.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.4% | +1.0% | +8.3% |
| 7D | -3.1% | +14.2% | -17.4% | -4.7% |
| 30D | -4.0% | +21.9% | -25.8% | -6.4% |
| 3M | -22.9% | +22.1% | -45.0% | -25.1% |
| 6M | -27.1% | +116.7% | -143.8% | -36.5% |
| YTD | -46.5% | +101.1% | -147.7% | -52.0% |
| 1Y | -49.4% | +208.0% | -257.5% | -59.1% |
| All | -49.4% | +210.1% | -259.6% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling