+42.1%
VRTX vs UPRO
+226.4%
-184.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | -1.6% | +7.4% | -9.0% | -2.8% |
| 30D | +8.0% | -7.9% | +15.9% | +9.2% |
| 3M | +4.3% | -12.0% | +16.3% | +6.1% |
| 6M | +18.9% | -2.0% | +20.8% | +18.2% |
| YTD | +18.8% | +20.4% | -1.6% | +13.2% |
| 1Y | +24.0% | +24.5% | -0.6% | +17.4% |
| 3Y | +42.1% | +224.4% | -182.2% | +12.3% |
| All | +42.1% | +226.4% | -184.2% | +12.3% |
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