+136.0%
UPRO vs VRSN
+30.0%
+106.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | +1.5% |
| 7D | +1.5% | -2.1% | +3.6% | +3.5% |
| 30D | -3.7% | -3.9% | +0.2% | -0.4% |
| 3M | +8.0% | -0.1% | +8.1% | +5.5% |
| 6M | +38.7% | +16.4% | +22.2% | +11.7% |
| YTD | +29.5% | +17.2% | +12.3% | +1.2% |
| 1Y | +46.1% | +1.0% | +45.1% | +35.3% |
| 3Y | +229.1% | +39.1% | +190.0% | +89.6% |
| 5Y | +136.0% | +29.0% | +107.0% | +65.9% |
| All | +136.0% | +30.0% | +106.0% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling