+11,237.3%
UPRO vs VT
+535.7%
+10,701.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -4.1% | -9.1% | -1.7% |
| 7D | -14.4% | -4.2% | -10.2% | -2.6% |
| 30D | -18.2% | -5.8% | -12.4% | -2.2% |
| 3M | -16.4% | -5.2% | -11.2% | -1.3% |
| 6M | -2.6% | +0.1% | -2.8% | -0.5% |
| YTD | +11.1% | +8.2% | +2.9% | -7.5% |
| 1Y | +11.8% | +10.1% | +1.6% | -10.9% |
| 3Y | +209.9% | +69.7% | +140.3% | -15.5% |
| 5Y | +80.9% | +53.4% | +27.5% | -18.2% |
| 10Y | +1,134.2% | +219.2% | +915.0% | +37.0% |
| All | +11,237.3% | +535.7% | +10,701.7% | +289.4% |
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