+136.0%
UPRO vs VIG
+63.6%
+72.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | +0.9% |
| 7D | +1.5% | -0.4% | +1.9% | +2.9% |
| 30D | -3.7% | -2.1% | -1.6% | +3.3% |
| 3M | +8.0% | +3.3% | +4.6% | -2.7% |
| 6M | +38.7% | +9.3% | +29.4% | +5.0% |
| YTD | +29.5% | +10.1% | +19.4% | -4.0% |
| 1Y | +46.1% | +14.7% | +31.4% | -4.8% |
| 3Y | +229.1% | +56.9% | +172.2% | -14.9% |
| 5Y | +136.0% | +62.9% | +73.1% | -32.6% |
| All | +136.0% | +63.6% | +72.4% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling