+141.2%
UPRO vs VTEB
+1.2%
+140.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.1% | +1.5% |
| 7D | -2.5% | -0.9% | -1.6% | 0.0% |
| 30D | -4.2% | -2.5% | -1.7% | +2.7% |
| 3M | +8.1% | -3.0% | +11.0% | +17.5% |
| 6M | +35.2% | -2.1% | +37.4% | +44.4% |
| YTD | +28.4% | -1.5% | +29.9% | +35.0% |
| 1Y | +39.3% | +0.2% | +39.1% | +40.5% |
| 3Y | +219.9% | +8.6% | +211.3% | +150.8% |
| All | +141.2% | +1.2% | +140.0% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling