+713.2%
UAMY vs VOO
+309.6%
+403.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.5% |
| 7D | +9.6% | +2.6% | +7.0% | +7.4% |
| 30D | +10.8% | -2.0% | +12.7% | +13.9% |
| 3M | -42.1% | -2.8% | -39.4% | -39.9% |
| 6M | -69.0% | +2.2% | -71.2% | -68.8% |
| YTD | -38.4% | +11.5% | -50.0% | -41.5% |
| 1Y | -57.0% | +13.5% | -70.5% | -59.5% |
| 3Y | +930.0% | +78.1% | +851.9% | +638.3% |
| 5Y | +255.2% | +73.1% | +182.0% | +157.7% |
| All | +713.2% | +309.6% | +403.5% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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