-51.7%
UPST vs VSXY
+199.0%
-250.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.8% | -2.1% | -6.1% |
| 7D | -13.5% | -1.6% | -11.9% | -13.2% |
| 30D | -19.6% | +17.8% | -37.4% | -21.2% |
| 3M | -34.2% | +12.5% | -46.7% | -35.3% |
| 6M | -31.2% | +124.7% | -155.9% | -41.4% |
| YTD | -56.2% | +93.2% | -149.4% | -60.7% |
| 1Y | -51.7% | +195.6% | -247.3% | -58.8% |
| All | -51.7% | +199.0% | -250.7% | -58.8% |
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