+567.3%
VRT vs UPRO
+81.0%
+486.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.6% | +2.9% |
| 7D | -21.4% | -8.7% | -12.7% | -16.2% |
| 30D | -25.8% | -16.9% | -8.9% | -15.0% |
| 3M | -33.5% | -15.3% | -18.3% | -25.0% |
| 6M | -49.0% | -5.7% | -43.3% | -46.5% |
| YTD | +12.9% | +12.1% | +0.9% | +4.5% |
| 1Y | 0.0% | +16.4% | -16.4% | -9.5% |
| 3Y | +361.8% | +210.5% | +151.3% | +118.5% |
| All | +567.3% | +81.0% | +486.3% | +290.5% |
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