-49.4%
UPST vs VYM
+21.8%
-71.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.2% | +6.1% |
| 7D | -3.1% | +1.2% | -4.3% | -5.8% |
| 30D | -4.0% | +5.2% | -9.2% | -15.9% |
| 3M | -22.9% | +0.5% | -23.4% | -23.3% |
| 6M | -27.1% | +7.7% | -34.8% | -39.9% |
| YTD | -46.5% | +17.2% | -63.7% | -66.3% |
| 1Y | -49.4% | +21.7% | -71.1% | -73.2% |
| All | -49.4% | +21.8% | -71.2% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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