+129.4%
VTR vs UPRO
+223.1%
-93.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -2.4% | +1.5% | -3.9% | -2.5% |
| 30D | -3.7% | -3.7% | 0.0% | -3.4% |
| 3M | +13.5% | +8.0% | +5.6% | +12.5% |
| 6M | +7.2% | +38.7% | -31.5% | +2.7% |
| YTD | +17.6% | +29.5% | -12.0% | +13.3% |
| 1Y | +35.4% | +46.1% | -10.7% | +27.9% |
| All | +129.4% | +223.1% | -93.8% | +63.7% |
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