-60.1%
UAMY vs VT
+10.5%
-70.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.6% | +8.0% |
| 7D | -5.4% | -2.3% | -3.1% | +4.1% |
| 30D | -26.9% | -5.0% | -22.0% | -9.8% |
| 3M | -54.6% | -4.9% | -49.7% | -43.8% |
| 6M | -77.6% | -1.5% | -76.1% | -75.0% |
| YTD | -43.8% | +8.5% | -52.3% | -55.4% |
| 1Y | -60.1% | +11.4% | -71.4% | -70.1% |
| All | -60.1% | +10.5% | -70.6% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling