+1,186.4%
UPRO vs VTEB
+17.9%
+1,168.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.1% | +1.6% |
| 7D | -2.5% | -0.9% | -1.6% | -0.4% |
| 30D | -4.2% | -2.5% | -1.7% | +1.7% |
| 3M | +8.1% | -3.0% | +11.0% | +16.1% |
| 6M | +35.2% | -2.1% | +37.4% | +43.1% |
| YTD | +28.4% | -1.5% | +29.9% | +34.0% |
| 1Y | +39.3% | +0.2% | +39.1% | +39.9% |
| 3Y | +219.9% | +8.6% | +211.3% | +165.8% |
| 5Y | +142.8% | +1.2% | +141.6% | +136.2% |
| All | +1,186.4% | +17.9% | +1,168.6% | +1,500.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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