+75.3%
VIAV vs UPST
-48.7%
+124.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +9.4% | -11.6% | -3.5% |
| 7D | -14.7% | -3.1% | -11.6% | -14.3% |
| 30D | -37.4% | -4.0% | -33.4% | -36.9% |
| 3M | -27.1% | -22.9% | -4.2% | -24.6% |
| 6M | -44.0% | -27.1% | -16.9% | -41.8% |
| YTD | +64.9% | -46.5% | +111.4% | +69.6% |
| 1Y | +75.3% | -49.4% | +124.7% | +81.0% |
| All | +75.3% | -48.7% | +124.0% | +81.0% |
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