+7,829.9%
UPRO vs VCLT
+103.4%
+7,726.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | +0.1% | -0.5% | +0.6% | +0.4% |
| 30D | -0.9% | -0.9% | 0.0% | -0.4% |
| 3M | +1.9% | -3.2% | +5.2% | +3.9% |
| 6M | +33.1% | -3.8% | +36.9% | +36.4% |
| YTD | +31.8% | -2.0% | +33.8% | +33.8% |
| 1Y | +48.3% | -0.8% | +49.1% | +49.7% |
| 3Y | +221.5% | +12.3% | +209.2% | +208.9% |
| 5Y | +136.7% | -15.4% | +152.2% | +133.3% |
| 10Y | +1,179.2% | +15.7% | +1,163.4% | +1,320.0% |
| All | +7,829.9% | +103.4% | +7,726.5% | +22,298.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 all: compounded portfolio wealth divided by compounded VCLT 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…
all analysis · Full analysis span regression · 6 months rolling