-33.6%
UPST price history and return analytics
+90.0%
-123.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +3.0% |
| 7D | -10.6% | +2.4% | -13.0% | -16.7% |
| 30D | -14.0% | -1.5% | -12.5% | -10.0% |
| 3M | -36.8% | -4.1% | -32.7% | -28.1% |
| 6M | -27.5% | +0.6% | -28.1% | -27.8% |
| YTD | -55.3% | +11.0% | -66.3% | -67.0% |
| 1Y | -47.5% | +13.3% | -60.9% | -63.5% |
| 3Y | -10.4% | +73.4% | -83.8% | -81.1% |
| 5Y | -92.6% | +57.4% | -150.0% | -97.4% |
| All | -33.6% | +90.0% | -123.6% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling