+5.6%
VNQ vs UPRO
+41.4%
-35.8%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.5% |
| 7D | -1.3% | -2.5% | +1.3% | -1.0% |
| 30D | -2.6% | -4.2% | +1.6% | -2.2% |
| 3M | -2.0% | +8.1% | -10.1% | -2.9% |
| 6M | +4.3% | +35.2% | -30.9% | -0.8% |
| YTD | +9.2% | +28.4% | -19.2% | +4.3% |
| 1Y | +5.6% | +39.3% | -33.6% | -0.6% |
| All | +5.6% | +41.4% | -35.8% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling