+135.9%
UPRO vs VEU
+56.2%
+79.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | +0.5% |
| 7D | -1.3% | +0.3% | -1.6% | -2.0% |
| 30D | -5.0% | +0.7% | -5.7% | -6.6% |
| 3M | +7.5% | +4.7% | +2.8% | -4.0% |
| 6M | +33.2% | +11.6% | +21.6% | +0.8% |
| YTD | +27.7% | +16.8% | +10.9% | -14.8% |
| 1Y | +43.0% | +24.9% | +18.2% | -19.5% |
| 3Y | +224.4% | +75.7% | +148.7% | -21.9% |
| 5Y | +135.9% | +56.1% | +79.7% | -10.3% |
| All | +135.9% | +56.2% | +79.7% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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