+253.6%
UPRO vs VLTO
+56.4%
+197.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.7% |
| 7D | +7.4% | +1.0% | +6.4% | +6.7% |
| 30D | -7.9% | +17.5% | -25.4% | -18.9% |
| 3M | -12.0% | +21.4% | -33.4% | -24.7% |
| 6M | -2.0% | +38.1% | -40.1% | -26.3% |
| YTD | +20.4% | +19.0% | +1.4% | +3.8% |
| 1Y | +24.5% | +20.7% | +3.9% | +5.4% |
| 3Y | +224.4% | +64.3% | +160.1% | +135.6% |
| All | +253.6% | +56.4% | +197.2% | +162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling