+99.1%
UPRO vs VOO
+72.8%
+26.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.1% |
| 7D | -2.9% | -0.6% | -2.3% | -0.3% |
| 30D | -12.4% | -3.6% | -8.8% | -1.0% |
| 3M | -11.9% | -2.7% | -9.1% | -2.7% |
| 6M | -1.7% | +2.2% | -3.9% | -5.1% |
| YTD | +18.5% | +10.9% | +7.6% | -8.5% |
| 1Y | +17.5% | +11.3% | +6.2% | -9.9% |
| 3Y | +218.4% | +76.9% | +141.5% | -29.3% |
| 5Y | +99.1% | +73.5% | +25.6% | -40.9% |
| All | +99.1% | +72.8% | +26.4% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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