+58.8%
VRTX vs UPRO
+240.0%
-181.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.9% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | +12.6% | -0.9% | +13.5% | +12.8% |
| 3M | +23.6% | +1.9% | +21.7% | +22.7% |
| 6M | +14.3% | +33.1% | -18.8% | +7.6% |
| YTD | +20.5% | +31.8% | -11.3% | +13.4% |
| 1Y | +37.6% | +48.3% | -10.7% | +26.5% |
| All | +58.8% | +240.0% | -181.3% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling