-47.9%
UPWK vs VT
+21.4%
-69.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.0% |
| 7D | -9.5% | +1.0% | -10.5% | -10.0% |
| 30D | -14.0% | -0.2% | -13.7% | -13.8% |
| 3M | -6.2% | +4.5% | -10.7% | -9.2% |
| 6M | -37.2% | +14.1% | -51.3% | -45.2% |
| YTD | -58.0% | +14.8% | -72.8% | -63.0% |
| 1Y | -47.9% | +21.2% | -69.1% | -54.5% |
| All | -47.9% | +21.4% | -69.3% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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