+905.2%
VRT vs UPRO
+137.3%
+768.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.2% |
| 7D | +9.1% | +0.1% | +9.1% | +9.0% |
| 30D | +0.9% | -0.9% | +1.8% | +1.5% |
| 3M | -13.4% | +1.9% | -15.3% | -14.2% |
| 6M | +11.7% | +33.1% | -21.4% | -8.8% |
| YTD | +73.2% | +31.8% | +41.4% | +42.5% |
| 1Y | +123.4% | +48.3% | +75.1% | +70.1% |
| 3Y | +606.2% | +221.5% | +384.7% | +224.0% |
| All | +905.2% | +137.3% | +768.0% | +392.1% |
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