+323.0%
VZ vs UPRO
+14,289.1%
-13,966.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +7.9% | -0.9% | +8.8% | +8.0% |
| 3M | +13.6% | +1.9% | +11.7% | +12.8% |
| 6M | +1.1% | +33.1% | -32.0% | -4.1% |
| YTD | +29.3% | +31.8% | -2.5% | +22.6% |
| 1Y | +21.2% | +48.3% | -27.0% | +12.4% |
| 3Y | +75.9% | +221.5% | -145.6% | +37.8% |
| 5Y | +24.1% | +136.7% | -112.7% | -2.9% |
| 10Y | +62.4% | +1,179.2% | -1,116.8% | -19.5% |
| All | +323.0% | +14,289.1% | -13,966.0% | +13.9% |
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