+1,067.6%
UPRO vs VT
+215.5%
+852.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.1% |
| 7D | -8.7% | -2.3% | -6.4% | -1.2% |
| 30D | -16.9% | -5.0% | -11.9% | -1.9% |
| 3M | -15.3% | -4.9% | -10.4% | 0.0% |
| 6M | -5.7% | -1.5% | -4.2% | +1.2% |
| YTD | +12.1% | +8.5% | +3.6% | -9.5% |
| 1Y | +16.4% | +11.4% | +5.0% | -12.8% |
| 3Y | +210.5% | +70.1% | +140.5% | -27.2% |
| 5Y | +82.4% | +53.7% | +28.7% | -27.1% |
| All | +1,067.6% | +215.5% | +852.1% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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