-78.4%
UPWK price history and return analytics
+57.0%
-135.4%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.2% |
| 7D | -0.9% | +2.4% | -3.3% | -4.8% |
| 30D | +17.8% | -1.5% | +19.3% | +19.6% |
| 3M | +14.7% | -4.1% | +18.8% | +21.5% |
| 6M | +18.4% | +0.6% | +17.8% | +14.4% |
| YTD | -49.9% | +11.0% | -60.9% | -59.6% |
| 1Y | -41.8% | +13.3% | -55.1% | -54.6% |
| 3Y | -27.6% | +73.4% | -101.0% | -75.7% |
| All | -78.4% | +57.0% | -135.4% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling