+210.5%
UPRO vs VO
+60.2%
+150.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +1.2% |
| 7D | -8.7% | -2.6% | -6.1% | -1.2% |
| 30D | -16.9% | -0.9% | -16.0% | -13.9% |
| 3M | -15.3% | -3.0% | -12.3% | -6.9% |
| 6M | -5.7% | +2.2% | -7.9% | -9.2% |
| YTD | +12.1% | +10.6% | +1.5% | -11.9% |
| 1Y | +16.4% | +12.5% | +3.9% | -12.5% |
| 3Y | +210.5% | +61.4% | +149.1% | +14.8% |
| All | +210.5% | +60.2% | +150.3% | +14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling