+82.7%
VIAV vs UPST
-51.0%
+133.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.2% |
| 7D | +23.7% | -13.5% | +37.2% | +26.9% |
| 30D | -21.2% | -19.6% | -1.5% | -18.0% |
| 3M | -24.5% | -34.2% | +9.7% | -19.3% |
| 6M | -39.1% | -31.2% | -7.8% | -35.6% |
| YTD | +82.6% | -56.2% | +138.8% | +96.0% |
| 1Y | +82.7% | -51.7% | +134.4% | +89.6% |
| All | +82.7% | -51.0% | +133.7% | +89.6% |
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