+24.6%
VEA vs UPST
-62.6%
+87.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -0.9% |
| 7D | -2.1% | -12.0% | +9.9% | -0.8% |
| 30D | -1.1% | -16.0% | +15.0% | +0.6% |
| 3M | +5.1% | -17.2% | +22.2% | +6.8% |
| 6M | +9.8% | -10.9% | +20.6% | +10.3% |
| YTD | +15.9% | -42.6% | +58.5% | +19.5% |
| 1Y | +24.6% | -59.8% | +84.3% | +29.8% |
| All | +24.6% | -62.6% | +87.1% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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