-30.2%
UPST price history and return analytics
+91.7%
-122.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -2.7% |
| 7D | -12.1% | -0.7% | -11.4% | -10.7% |
| 30D | -13.4% | -1.7% | -11.7% | -8.7% |
| 3M | -31.2% | -2.3% | -28.9% | -25.9% |
| 6M | -28.3% | +1.5% | -29.9% | -30.7% |
| YTD | -53.0% | +12.0% | -65.0% | -66.3% |
| 1Y | -47.2% | +12.9% | -60.1% | -62.7% |
| 3Y | -1.5% | +74.9% | -76.4% | -79.8% |
| 5Y | -91.6% | +59.9% | -151.6% | -97.1% |
| All | -30.2% | +91.7% | -122.0% | -83.1% |
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