+53.7%
VEA vs UPRO
+102.9%
-49.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +1.8% | +9.7% | -7.8% | -0.7% |
| 30D | -0.9% | -9.8% | +8.9% | +1.5% |
| 3M | -5.0% | -9.1% | +4.1% | -3.0% |
| 6M | 0.0% | +0.9% | -0.9% | -1.0% |
| YTD | +12.2% | +21.9% | -9.7% | +5.3% |
| 1Y | +14.7% | +19.8% | -5.1% | +8.0% |
| 3Y | +73.2% | +227.4% | -154.2% | +19.5% |
| 5Y | +53.7% | +100.1% | -46.4% | +11.9% |
| All | +53.7% | +102.9% | -49.2% | +11.9% |
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