-8.4%
UPST vs VTEB
+3.6%
-12.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -1.5% | -0.2% | -1.3% | -0.8% |
| 30D | -13.2% | -1.6% | -11.6% | -8.7% |
| 3M | -13.0% | -2.0% | -11.0% | -7.1% |
| 6M | -2.9% | -1.7% | -1.2% | +3.1% |
| YTD | -38.3% | -0.6% | -37.7% | -36.3% |
| 1Y | -60.5% | +1.8% | -62.3% | -61.8% |
| 3Y | -11.7% | +9.6% | -21.3% | -35.7% |
| 5Y | -90.2% | +2.1% | -92.2% | -94.7% |
| All | -8.4% | +3.6% | -12.0% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling