+2,826.7%
VRT vs UPRO
+517.6%
+2,309.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.5% |
| 7D | +13.6% | +1.5% | +12.2% | +12.8% |
| 30D | +6.8% | -3.7% | +10.5% | +8.6% |
| 3M | -3.2% | +8.0% | -11.2% | -6.2% |
| 6M | +20.3% | +38.7% | -18.3% | +3.8% |
| YTD | +79.6% | +29.5% | +50.0% | +60.1% |
| 1Y | +139.0% | +46.1% | +92.9% | +102.8% |
| 3Y | +644.6% | +229.1% | +415.5% | +361.9% |
| 5Y | +1,024.4% | +136.0% | +888.4% | +649.0% |
| All | +2,826.7% | +517.6% | +2,309.1% | +1,266.4% |
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