-91.1%
UPST vs VSXY
+19.3%
-110.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -2.5% |
| 7D | -8.1% | -10.7% | +2.6% | -4.1% |
| 30D | -14.3% | -24.3% | +10.0% | -4.0% |
| 3M | -16.6% | +1.0% | -17.7% | -18.5% |
| 6M | -7.3% | +57.4% | -64.6% | -33.0% |
| YTD | -40.8% | +39.8% | -80.6% | -55.3% |
| 1Y | -62.4% | +196.5% | -258.9% | -81.6% |
| 3Y | -15.3% | +357.2% | -372.6% | -75.1% |
| 5Y | -91.1% | +18.9% | -109.9% | -92.8% |
| All | -91.1% | +19.3% | -110.4% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling