+61.8%
VNQ vs UPRO
+1,258.3%
-1,196.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | 0.0% |
| 7D | -1.3% | -2.5% | +1.3% | -0.6% |
| 30D | -2.6% | -4.2% | +1.6% | -1.5% |
| 3M | -2.0% | +8.1% | -10.1% | -4.7% |
| 6M | +4.3% | +35.2% | -30.9% | -5.4% |
| YTD | +9.2% | +28.4% | -19.2% | +0.1% |
| 1Y | +5.6% | +39.3% | -33.6% | -5.9% |
| 3Y | +30.8% | +219.9% | -189.0% | -13.6% |
| 5Y | +8.0% | +142.8% | -134.9% | -28.3% |
| All | +61.8% | +1,258.3% | -1,196.5% | -41.8% |
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