+1,155.3%
UPRO price history and return analytics
+221.4%
+933.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.2% |
| 7D | +1.5% | +1.0% | +0.5% | -1.6% |
| 30D | -3.7% | -0.2% | -3.5% | -2.9% |
| 3M | +8.0% | +4.5% | +3.4% | -4.8% |
| 6M | +38.7% | +14.1% | +24.6% | -5.4% |
| YTD | +29.5% | +14.8% | +14.8% | -12.9% |
| 1Y | +46.1% | +21.2% | +24.9% | -15.9% |
| 3Y | +229.1% | +76.6% | +152.5% | -31.2% |
| 5Y | +136.0% | +66.6% | +69.4% | -26.4% |
| 10Y | +1,155.3% | +222.3% | +933.0% | -3.0% |
| All | +1,155.3% | +221.4% | +933.8% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling