+214.3%
VIAV vs UPST
-62.6%
+276.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.5% | -4.2% |
| 7D | +11.2% | -12.0% | +23.2% | +12.6% |
| 30D | -2.6% | -16.0% | +13.4% | -1.0% |
| 3M | -20.1% | -17.2% | -3.0% | -18.8% |
| 6M | +25.8% | -10.9% | +36.7% | +26.3% |
| YTD | +109.9% | -42.6% | +152.5% | +109.7% |
| 1Y | +214.3% | -59.8% | +274.1% | +199.4% |
| All | +214.3% | -62.6% | +276.8% | +199.4% |
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