-24.5%
UPST price history and return analytics
+90.5%
-115.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -6.1% |
| 7D | +4.4% | +0.4% | +4.0% | +2.9% |
| 30D | -7.7% | -2.6% | -5.1% | -0.1% |
| 3M | -28.4% | -3.2% | -25.2% | -20.8% |
| 6M | -23.2% | +0.9% | -24.1% | -24.5% |
| YTD | -49.1% | +11.3% | -60.4% | -62.8% |
| 1Y | -42.4% | +14.0% | -56.4% | -60.6% |
| 3Y | +5.4% | +75.8% | -70.5% | -78.8% |
| 5Y | -92.9% | +57.8% | -150.7% | -97.5% |
| All | -24.5% | +90.5% | -115.0% | -81.4% |
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