+13,342.5%
UPRO vs VRSN
+1,775.8%
+11,566.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.9% | -0.2% | -0.7% | -1.2% |
| 3M | +1.9% | -0.3% | +2.2% | -1.3% |
| 6M | +33.1% | +23.0% | +10.1% | -1.7% |
| YTD | +31.8% | +21.3% | +10.4% | -3.5% |
| 1Y | +48.3% | +6.7% | +41.6% | +24.9% |
| 3Y | +221.5% | +45.0% | +176.5% | +79.2% |
| 5Y | +136.7% | +35.0% | +101.7% | +55.0% |
| 10Y | +1,179.2% | +276.3% | +902.8% | +255.0% |
| All | +13,342.5% | +1,775.8% | +11,566.7% | +633.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling