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UPSX vs. VRTL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UPSX vs. VRTL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tradr 2X Long UPST Daily ETF (UPSX) and GraniteShares 2x Long VRT Daily ETF (VRTL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UPSX achieves a -63.13% return, which is significantly lower than VRTL's 187.83% return.


UPSX

1D
0.61%
1M
14.06%
YTD
-63.13%
6M
-70.79%
1Y
-85.85%
3Y*
5Y*
10Y*

VRTL

1D
-22.65%
1M
-11.35%
YTD
187.83%
6M
172.02%
1Y
343.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPSX vs. VRTL - Yearly Performance Comparison


2026 (YTD)2025
UPSX
Tradr 2X Long UPST Daily ETF
-63.13%-61.18%
VRTL
GraniteShares 2x Long VRT Daily ETF
187.83%65.56%

Correlation

The correlation between UPSX and VRTL is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2025

0.19

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Return for Risk

UPSX vs. VRTL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UPSX
UPSX Risk / Return Rank: 33
Overall Rank
UPSX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
UPSX Sortino Ratio Rank: 44
Sortino Ratio Rank
UPSX Omega Ratio Rank: 44
Omega Ratio Rank
UPSX Calmar Ratio Rank: 11
Calmar Ratio Rank
UPSX Martin Ratio Rank: 44
Martin Ratio Rank

VRTL
VRTL Risk / Return Rank: 8383
Overall Rank
VRTL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VRTL Sortino Ratio Rank: 7474
Sortino Ratio Rank
VRTL Omega Ratio Rank: 7070
Omega Ratio Rank
VRTL Calmar Ratio Rank: 9595
Calmar Ratio Rank
VRTL Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UPSX vs. VRTL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Long UPST Daily ETF (UPSX) and GraniteShares 2x Long VRT Daily ETF (VRTL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UPSXVRTLDifference
Sharpe ratioReturn per unit of total volatility

-3.50

Sortino ratioReturn per unit of downside risk

-3.90

Omega ratioGain probability vs. loss probability

0.90

1.38

-0.48

Calmar ratioReturn relative to maximum drawdown

-0.90

7.30

-8.20

Martin ratioReturn relative to average drawdown

-1.14

17.10

-18.25

UPSX vs. VRTL - Sharpe Ratio Comparison

The current UPSX Sharpe Ratio is -0.61, which is lower than the VRTL Sharpe Ratio of 2.89. The chart below compares the historical Sharpe Ratios of UPSX and VRTL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UPSX vs. VRTL - Drawdown Comparison

The maximum UPSX drawdown since its inception was -95.01%, which is greater than VRTL's maximum drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for UPSX and VRTL.


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Drawdown Indicators


UPSXVRTLDifference

Max Drawdown

Largest peak-to-trough decline

-95.01%

-60.58%

-34.43%

Max Drawdown (1Y)

Largest decline over 1 year

-95.01%

-47.45%

-47.56%

Current Drawdown

Current decline from peak

-92.74%

-33.92%

-58.82%

Average Drawdown

Average peak-to-trough decline

-67.11%

-15.93%

-51.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

74.96%

20.20%

+54.76%

Volatility

UPSX vs. VRTL - Volatility Comparison

Tradr 2X Long UPST Daily ETF (UPSX) and GraniteShares 2x Long VRT Daily ETF (VRTL) have volatilities of 43.27% and 43.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UPSXVRTLDifference

Volatility (1M)

Calculated over the trailing 1-month period

43.27%

43.78%

-0.51%

Volatility (6M)

Calculated over the trailing 6-month period

102.17%

92.17%

+10.00%

Volatility (1Y)

Calculated over the trailing 1-year period

140.34%

119.83%

+20.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

141.11%

126.87%

+14.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

141.11%

126.87%

+14.24%

UPSX vs. VRTL - Expense Ratio Comparison

UPSX has a 1.30% expense ratio, which is lower than VRTL's 1.50% expense ratio.


Dividends

UPSX vs. VRTL - Dividend Comparison

Neither UPSX nor VRTL has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


UPSX and VRTL have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VRTL has higher volatility (43.78%) compared to UPSX (43.27%). In terms of maximum drawdown, UPSX dropped -95.01% vs VRTL's -60.58%.

On 1-year performance, VRTL leads with 343.57% vs -85.85% for UPSX. On fees, UPSX is cheaper at 1.30% per year. On volatility, UPSX has been the lower-risk option at 43.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VRTL has performed better with a 343.57% return vs -85.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UPSX is cheaper with a 1.30% expense ratio, compared with 1.50% for VRTL.

UPSX and VRTL have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Tradr and GraniteShares. Their fees differ too: 1.30% for UPSX and 1.50% for VRTL.

VRTL currently has the higher Sharpe Ratio (2.89 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for UPSX and VRTL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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