+697.2%
VSH vs UPRO
+14,289.1%
-13,591.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.1% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | -4.2% | -0.9% | -3.3% | -3.7% |
| 3M | -50.0% | +1.9% | -51.9% | -50.0% |
| 6M | +80.2% | +33.1% | +47.1% | +58.0% |
| YTD | +121.1% | +31.8% | +89.3% | +94.6% |
| 1Y | +112.0% | +48.3% | +63.7% | +76.5% |
| 3Y | +22.5% | +221.5% | -198.9% | -32.2% |
| 5Y | +64.0% | +136.7% | -72.7% | -6.3% |
| 10Y | +170.4% | +1,179.2% | -1,008.8% | -49.8% |
| All | +697.2% | +14,289.1% | -13,591.9% | -69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling