+143.9%
UPRO vs VSXY
+93.0%
+50.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.7% |
| 7D | +7.4% | -1.7% | +9.2% | +8.0% |
| 30D | -7.9% | +20.1% | -28.0% | -12.5% |
| 3M | -12.0% | +16.6% | -28.6% | -16.6% |
| 6M | -2.0% | +134.9% | -136.9% | -28.1% |
| YTD | +20.4% | +96.0% | -75.6% | -8.1% |
| 1Y | +24.5% | +203.8% | -179.3% | -18.8% |
| 3Y | +224.4% | +465.3% | -241.0% | +47.7% |
| 5Y | +97.6% | +106.3% | -8.7% | +30.6% |
| All | +143.9% | +93.0% | +50.9% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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