+5.8%
VEEV vs UPST
-48.7%
+54.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.4% | -7.0% | +0.4% |
| 7D | -2.3% | -3.1% | +0.9% | -1.8% |
| 30D | +9.6% | -4.0% | +13.6% | +10.1% |
| 3M | +46.6% | -22.9% | +69.5% | +53.9% |
| 6M | +82.5% | -27.1% | +109.6% | +92.8% |
| YTD | +39.2% | -46.5% | +85.7% | +52.1% |
| 1Y | +5.8% | -49.4% | +55.3% | +15.9% |
| All | +5.8% | -48.7% | +54.5% | +15.9% |
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