+1,232.5%
UPRO vs VO
+193.0%
+1,039.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | +0.8% |
| 7D | -1.3% | -0.6% | -0.7% | +0.3% |
| 30D | -5.0% | -1.9% | -3.1% | +0.1% |
| 3M | +7.5% | +3.3% | +4.2% | -0.6% |
| 6M | +33.2% | +9.7% | +23.5% | +5.9% |
| YTD | +27.7% | +12.6% | +15.1% | -5.2% |
| 1Y | +43.0% | +13.6% | +29.4% | +4.2% |
| 3Y | +224.4% | +56.8% | +167.6% | +11.3% |
| 5Y | +135.9% | +42.3% | +93.6% | +28.1% |
| 10Y | +1,232.5% | +199.2% | +1,033.3% | +67.8% |
| All | +1,232.5% | +193.0% | +1,039.5% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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