+64.3%
VTI vs UPST
-93.3%
+157.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.8% | +2.3% |
| 7D | +0.2% | +4.4% | -4.2% | -0.2% |
| 30D | -2.9% | -7.7% | +4.8% | -2.3% |
| 3M | -2.6% | -28.4% | +25.8% | 0.0% |
| 6M | +2.8% | -23.2% | +25.9% | +4.6% |
| YTD | +11.6% | -49.1% | +60.7% | +16.8% |
| 1Y | +13.6% | -42.4% | +56.0% | +17.5% |
| 3Y | +79.9% | +5.4% | +74.5% | +66.3% |
| 5Y | +64.3% | -92.9% | +157.2% | +68.0% |
| All | +64.3% | -93.3% | +157.6% | +68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling