+90.3%
VTR vs UPRO
+128.3%
-38.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.5% |
| 7D | -1.8% | -6.0% | +4.2% | -0.8% |
| 30D | +4.0% | -5.8% | +9.8% | +5.0% |
| 3M | +7.8% | +10.8% | -3.0% | +5.4% |
| 6M | +6.4% | +31.6% | -25.2% | 0.0% |
| YTD | +18.3% | +25.4% | -7.1% | +11.9% |
| 1Y | +33.9% | +39.2% | -5.3% | +23.4% |
| 3Y | +134.3% | +218.5% | -84.2% | +69.4% |
| 5Y | +90.3% | +137.1% | -46.8% | +36.6% |
| All | +90.3% | +128.3% | -38.1% | +36.6% |
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