+29.8%
UPRO vs VYM
+21.8%
+8.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +1.6% |
| 7D | -2.6% | +1.2% | -3.7% | -5.4% |
| 30D | -4.3% | +5.2% | -9.5% | -16.7% |
| 3M | -4.3% | +0.5% | -4.8% | -5.2% |
| 6M | +14.7% | +7.7% | +7.0% | -5.3% |
| YTD | +28.0% | +17.2% | +10.8% | -14.7% |
| 1Y | +29.8% | +21.7% | +8.2% | -22.2% |
| All | +29.8% | +21.8% | +8.0% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling