+80.6%
VTV vs UPRO
+137.8%
-57.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.2% |
| 7D | -1.1% | -2.5% | +1.4% | -0.5% |
| 30D | -1.0% | -4.2% | +3.2% | -0.1% |
| 3M | +4.6% | +8.1% | -3.4% | +2.4% |
| 6M | +13.5% | +35.2% | -21.7% | +4.7% |
| YTD | +18.5% | +28.4% | -9.9% | +10.4% |
| 1Y | +22.9% | +39.3% | -16.4% | +11.9% |
| 3Y | +67.8% | +219.9% | -152.0% | +19.7% |
| All | +80.6% | +137.8% | -57.2% | +27.6% |
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