+135.9%
UPRO vs VSAT
+45.0%
+90.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | +0.2% |
| 7D | -1.3% | +3.5% | -4.8% | -2.2% |
| 30D | -5.0% | -14.7% | +9.7% | -1.7% |
| 3M | +7.5% | +13.2% | -5.7% | +2.3% |
| 6M | +33.2% | +57.4% | -24.1% | +15.8% |
| YTD | +27.7% | +110.0% | -82.3% | +2.5% |
| 1Y | +43.0% | +134.4% | -91.4% | +10.7% |
| 3Y | +224.4% | +203.5% | +20.9% | +102.8% |
| 5Y | +135.9% | +47.1% | +88.7% | +49.3% |
| All | +135.9% | +45.0% | +90.9% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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