+60.9%
VEA vs UPRO
+133.2%
-72.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.6% | -0.5% |
| 7D | +0.3% | -1.3% | +1.6% | +0.7% |
| 30D | +0.4% | -5.0% | +5.5% | +1.8% |
| 3M | +4.8% | +7.5% | -2.7% | +2.5% |
| 6M | +11.3% | +33.2% | -22.0% | +2.6% |
| YTD | +17.4% | +27.7% | -10.3% | +9.2% |
| 1Y | +26.2% | +43.0% | -16.8% | +13.6% |
| 3Y | +77.7% | +224.4% | -146.7% | +23.0% |
| 5Y | +60.9% | +135.9% | -74.9% | +12.6% |
| All | +60.9% | +133.2% | -72.2% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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