+13,342.5%
UPRO vs VT
+577.4%
+12,765.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | +0.4% | -0.4% | -1.1% |
| 30D | -0.9% | +1.0% | -1.9% | -3.5% |
| 3M | +1.9% | +2.4% | -0.4% | -3.5% |
| 6M | +33.1% | +12.0% | +21.1% | -1.1% |
| YTD | +31.8% | +15.3% | +16.5% | -9.5% |
| 1Y | +48.3% | +22.6% | +25.7% | -13.2% |
| 3Y | +221.5% | +74.7% | +146.8% | -19.6% |
| 5Y | +136.7% | +66.1% | +70.6% | -15.0% |
| 10Y | +1,179.2% | +225.0% | +954.2% | +32.2% |
| All | +13,342.5% | +577.4% | +12,765.1% | +281.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling