+1,084.3%
UPRO vs VO
+197.5%
+886.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.7% | +4.2% | -0.4% |
| 7D | -0.9% | -0.1% | -0.7% | +0.4% |
| 30D | -11.4% | +0.5% | -11.9% | -11.8% |
| 3M | -10.9% | -1.0% | -9.9% | -7.3% |
| 6M | -0.5% | +6.4% | -7.0% | -14.1% |
| YTD | +19.9% | +13.6% | +6.3% | -12.1% |
| 1Y | +24.2% | +14.5% | +9.7% | -10.5% |
| 3Y | +236.9% | +67.2% | +169.7% | -2.4% |
| 5Y | +96.6% | +36.1% | +60.5% | +21.1% |
| All | +1,084.3% | +197.5% | +886.8% | +59.6% |
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