+1,232.5%
UPRO vs VRSN
+285.8%
+946.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -3.4% |
| 7D | -1.3% | -1.0% | -0.3% | -0.2% |
| 30D | -5.0% | -1.9% | -3.1% | -3.5% |
| 3M | +7.5% | +1.4% | +6.1% | +1.7% |
| 6M | +33.2% | +19.0% | +14.2% | -1.0% |
| YTD | +27.7% | +19.2% | +8.5% | -8.1% |
| 1Y | +43.0% | +1.7% | +41.4% | +25.9% |
| 3Y | +224.4% | +41.4% | +183.0% | +69.0% |
| 5Y | +135.9% | +31.7% | +104.2% | +44.9% |
| 10Y | +1,232.5% | +290.3% | +942.3% | +274.6% |
| All | +1,232.5% | +285.8% | +946.7% | +274.6% |
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