+1,110.0%
UPRO vs VRSN
+291.7%
+818.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | +9.7% | +0.1% | +9.5% | +9.3% |
| 30D | -9.8% | +3.6% | -13.3% | -13.4% |
| 3M | -9.1% | +10.8% | -19.9% | -20.4% |
| 6M | +0.9% | +9.9% | -9.0% | -14.9% |
| YTD | +21.9% | +29.8% | -7.9% | -21.5% |
| 1Y | +19.8% | +26.3% | -6.5% | -20.2% |
| 3Y | +227.4% | +53.5% | +173.9% | +53.2% |
| 5Y | +100.1% | +34.8% | +65.3% | +20.4% |
| All | +1,110.0% | +291.7% | +818.3% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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