+55.8%
VTRS vs UPRO
+13,844.8%
-13,788.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.2% |
| 7D | -3.5% | -1.3% | -2.1% | -3.1% |
| 30D | +2.1% | -5.0% | +7.1% | +3.7% |
| 3M | +2.6% | +7.5% | -4.9% | -0.4% |
| 6M | +17.8% | +33.2% | -15.5% | +6.1% |
| YTD | +35.7% | +27.7% | +7.9% | +23.7% |
| 1Y | +63.5% | +43.0% | +20.5% | +43.1% |
| 3Y | +85.1% | +224.4% | -139.3% | +17.4% |
| 5Y | +42.5% | +135.9% | -93.4% | -8.1% |
| 10Y | -48.2% | +1,232.5% | -1,280.7% | -85.2% |
| All | +55.8% | +13,844.8% | -13,788.9% | -81.8% |
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