+12,463.5%
UPRO price history and return analytics
+558.0%
+11,905.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +0.7% |
| 7D | -3.8% | -0.7% | -3.1% | -1.0% |
| 30D | -8.9% | -1.7% | -7.1% | -3.0% |
| 3M | -7.4% | -2.3% | -5.1% | +0.4% |
| 6M | +1.6% | +1.5% | 0.0% | 0.0% |
| YTD | +23.2% | +12.0% | +11.1% | -6.9% |
| 1Y | +21.2% | +12.9% | +8.4% | -9.7% |
| 3Y | +230.8% | +74.9% | +155.9% | -17.2% |
| 5Y | +106.7% | +59.9% | +46.8% | -16.8% |
| 10Y | +1,125.0% | +224.6% | +900.4% | +29.0% |
| All | +12,463.5% | +558.0% | +11,905.5% | +292.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling