+96.6%
UPRO vs VRSN
+34.1%
+62.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.8% |
| 7D | -0.9% | -0.8% | -0.1% | +0.1% |
| 30D | -11.4% | +0.7% | -12.1% | -11.9% |
| 3M | -10.9% | +4.1% | -15.0% | -14.5% |
| 6M | -0.5% | +6.7% | -7.3% | -9.6% |
| YTD | +19.9% | +27.1% | -7.2% | -13.3% |
| 1Y | +24.2% | +28.0% | -3.8% | -11.3% |
| 3Y | +236.9% | +52.6% | +184.3% | +76.1% |
| 5Y | +96.6% | +33.3% | +63.2% | +27.4% |
| All | +96.6% | +34.1% | +62.5% | +27.4% |
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 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