+135.3%
VRTX vs UPST
+7.9%
+127.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -2.1% |
| 7D | +0.8% | -3.5% | +4.4% | +0.9% |
| 30D | +12.6% | -7.1% | +19.8% | +12.9% |
| 3M | +23.6% | -13.1% | +36.7% | +24.0% |
| 6M | +14.3% | -1.1% | +15.4% | +14.0% |
| YTD | +20.5% | -35.9% | +56.3% | +21.6% |
| 1Y | +37.6% | -57.4% | +95.0% | +40.3% |
| 3Y | +55.5% | -14.9% | +70.4% | +53.1% |
| 5Y | +175.7% | -88.7% | +264.4% | +168.8% |
| All | +135.3% | +7.9% | +127.4% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling