+46.6%
VRTX vs UPST
-3.8%
+50.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.3% | +7.7% | -0.1% |
| 7D | +3.2% | -4.5% | +7.7% | +3.5% |
| 30D | +7.4% | -15.3% | +22.7% | +8.3% |
| 3M | +4.6% | -32.4% | +37.0% | +6.7% |
| 6M | +27.5% | -29.5% | +57.0% | +29.5% |
| YTD | +20.9% | -53.3% | +74.2% | +24.9% |
| 1Y | +30.1% | -47.4% | +77.4% | +33.5% |
| 3Y | +46.6% | -2.2% | +48.8% | +51.2% |
| All | +46.6% | -3.8% | +50.4% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling