+10.6%
VNQ vs UPST
-51.0%
+61.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | -0.2% |
| 7D | +0.2% | -13.5% | +13.7% | +1.0% |
| 30D | +5.8% | -19.6% | +25.5% | +7.0% |
| 3M | 0.0% | -34.2% | +34.2% | +2.0% |
| 6M | +1.5% | -31.2% | +32.7% | +2.9% |
| YTD | +12.1% | -56.2% | +68.3% | +15.8% |
| 1Y | +10.6% | -51.7% | +62.2% | +12.1% |
| All | +10.6% | -51.0% | +61.6% | +12.1% |
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