+13,342.5%
UPRO vs VEU
+307.0%
+13,035.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -2.5% |
| 7D | +0.1% | +1.1% | -1.1% | -2.6% |
| 30D | -0.9% | +2.2% | -3.1% | -6.0% |
| 3M | +1.9% | +3.0% | -1.1% | -4.7% |
| 6M | +33.1% | +10.9% | +22.3% | +4.1% |
| YTD | +31.8% | +18.2% | +13.6% | -12.1% |
| 1Y | +48.3% | +28.3% | +20.0% | -18.3% |
| 3Y | +221.5% | +74.6% | +146.9% | -9.3% |
| 5Y | +136.7% | +56.4% | +80.4% | +1.6% |
| 10Y | +1,179.2% | +153.0% | +1,026.2% | +179.7% |
| All | +13,342.5% | +307.0% | +13,035.5% | +1,473.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling