-62.4%
UPST vs VSXY
+198.1%
-260.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -3.5% |
| 7D | -8.1% | -10.7% | +2.6% | -6.7% |
| 30D | -14.3% | -24.3% | +10.0% | -10.7% |
| 3M | -16.6% | +1.0% | -17.7% | -17.1% |
| 6M | -7.3% | +57.4% | -64.6% | -19.0% |
| YTD | -40.8% | +39.8% | -80.6% | -46.3% |
| 1Y | -62.4% | +196.5% | -258.9% | -75.6% |
| All | -62.4% | +198.1% | -260.5% | -75.6% |
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