+248.2%
UPRO vs VLTO
+56.3%
+191.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -2.9% | +1.6% | -4.5% | -3.9% |
| 30D | -12.4% | +22.0% | -34.4% | -25.3% |
| 3M | -11.9% | +21.9% | -33.7% | -24.9% |
| 6M | -1.7% | +36.5% | -38.2% | -25.2% |
| YTD | +18.5% | +19.0% | -0.4% | +2.2% |
| 1Y | +17.5% | +21.0% | -3.5% | -0.9% |
| 3Y | +218.4% | +69.9% | +148.5% | +127.2% |
| All | +248.2% | +56.3% | +191.8% | +158.8% |
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 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