+728.4%
VGT vs UPRO
+1,087.5%
-359.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.2% |
| 7D | +2.5% | +7.4% | -5.0% | -0.7% |
| 30D | -9.5% | -7.9% | -1.6% | -6.4% |
| 3M | -9.5% | -12.0% | +2.5% | -4.7% |
| 6M | -1.8% | -2.0% | +0.2% | -1.3% |
| YTD | +18.4% | +20.4% | -2.0% | +8.5% |
| 1Y | +18.7% | +24.5% | -5.8% | +7.1% |
| 3Y | +103.8% | +224.4% | -120.6% | +18.7% |
| 5Y | +104.4% | +97.6% | +6.7% | +34.9% |
| All | +728.4% | +1,087.5% | -359.1% | +109.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling