+546.7%
UAMY vs VOO
+803.9%
-257.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.4% |
| 7D | +12.4% | +3.3% | +9.1% | +9.5% |
| 30D | -7.3% | -2.7% | -4.6% | -4.0% |
| 3M | -41.4% | -1.7% | -39.7% | -39.7% |
| 6M | -72.3% | +3.1% | -75.4% | -72.3% |
| YTD | -42.0% | +11.9% | -54.0% | -45.1% |
| 1Y | -61.8% | +12.1% | -73.9% | -63.7% |
| 3Y | +838.7% | +78.6% | +760.1% | +546.8% |
| 5Y | +234.5% | +73.8% | +160.7% | +133.1% |
| 10Y | +592.9% | +312.3% | +280.6% | +142.4% |
| All | +546.7% | +803.9% | -257.2% | +41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling