+813.0%
UAMY vs VOO
+321.7%
+491.3%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.6% |
| 7D | -4.1% | -2.0% | -2.1% | -2.4% |
| 30D | -25.1% | -1.7% | -23.4% | -23.8% |
| 3M | -28.1% | +4.7% | -32.9% | -30.4% |
| 6M | -56.1% | +12.6% | -68.7% | -59.1% |
| YTD | -1.8% | +11.8% | -13.6% | -7.9% |
| 1Y | +4.7% | +17.5% | -12.9% | -5.5% |
| 3Y | +1,164.1% | +77.0% | +1,087.1% | +797.2% |
| 5Y | +435.9% | +82.6% | +353.3% | +273.2% |
| All | +813.0% | +321.7% | +491.3% | +239.0% |
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