+1,108.9%
UAMY vs VOO
+812.0%
+296.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +5.1% |
| 7D | +16.2% | +0.5% | +15.7% | +15.7% |
| 30D | -20.6% | -0.9% | -19.6% | -19.8% |
| 3M | -30.3% | +3.9% | -34.2% | -32.0% |
| 6M | -43.2% | +14.5% | -57.7% | -48.0% |
| YTD | +8.4% | +13.0% | -4.6% | +0.5% |
| 1Y | +26.2% | +19.4% | +6.8% | +12.0% |
| 3Y | +1,294.9% | +78.9% | +1,216.0% | +844.9% |
| 5Y | +460.8% | +82.3% | +378.5% | +273.2% |
| 10Y | +889.1% | +314.2% | +574.9% | +239.6% |
| All | +1,108.9% | +812.0% | +296.9% | +159.5% |
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 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