+229.2%
UPRO vs VLTO
+54.8%
+174.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.5% |
| 7D | -8.7% | +5.4% | -14.1% | -12.2% |
| 30D | -16.9% | +22.3% | -39.2% | -29.3% |
| 3M | -15.3% | +19.6% | -34.9% | -26.7% |
| 6M | -5.7% | +35.2% | -40.9% | -27.9% |
| YTD | +12.1% | +17.9% | -5.8% | -2.7% |
| 1Y | +16.4% | +19.5% | -3.1% | -0.9% |
| 3Y | +210.5% | +73.9% | +136.6% | +119.1% |
| All | +229.2% | +54.8% | +174.3% | +146.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling