+16.7%
UPRO vs VIG
+16.8%
-0.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.9% |
| 7D | -2.9% | +1.0% | -3.9% | -4.6% |
| 30D | -12.4% | +4.5% | -17.0% | -22.8% |
| 3M | -11.9% | +2.1% | -13.9% | -16.1% |
| 6M | -1.7% | +10.5% | -12.1% | -26.2% |
| YTD | +18.5% | +15.1% | +3.5% | -20.9% |
| All | +16.7% | +16.8% | -0.1% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling