+7.2%
VNQ vs UPRO
+128.3%
-121.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.4% |
| 7D | -2.6% | -6.0% | +3.4% | -1.2% |
| 30D | -2.3% | -5.8% | +3.4% | -1.0% |
| 3M | -2.8% | +10.8% | -13.6% | -5.8% |
| 6M | +2.5% | +31.6% | -29.1% | -5.5% |
| YTD | +8.4% | +25.4% | -16.9% | +0.9% |
| 1Y | +6.8% | +39.2% | -32.5% | -3.8% |
| 3Y | +29.9% | +218.5% | -188.6% | -12.0% |
| 5Y | +7.2% | +137.1% | -129.9% | -26.7% |
| All | +7.2% | +128.3% | -121.1% | -26.7% |
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