-91.6%
UPST vs VSXY
+119.9%
-211.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | -12.1% | +0.8% | -12.9% | -12.3% |
| 30D | -13.4% | +24.0% | -37.4% | -21.2% |
| 3M | -31.2% | +16.7% | -47.9% | -36.7% |
| 6M | -28.3% | +138.6% | -167.0% | -56.9% |
| YTD | -53.0% | +102.8% | -155.8% | -70.1% |
| 1Y | -47.2% | +214.2% | -261.3% | -73.9% |
| 3Y | -1.5% | +461.4% | -462.9% | -72.3% |
| 5Y | -91.6% | +118.3% | -209.9% | -95.3% |
| All | -91.6% | +119.9% | -211.6% | -95.3% |
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