+37.6%
VGT vs UPST
-62.0%
+99.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.6% |
| 7D | +1.5% | -8.1% | +9.6% | +3.0% |
| 30D | +0.5% | -14.3% | +14.8% | +3.2% |
| 3M | +5.3% | -16.6% | +21.9% | +8.3% |
| 6M | +32.4% | -7.3% | +39.7% | +32.8% |
| YTD | +28.6% | -40.8% | +69.4% | +35.5% |
| 1Y | +37.6% | -62.4% | +100.1% | +47.4% |
| All | +37.6% | -62.0% | +99.7% | +47.4% |
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