+684.8%
UAMY vs VT
+69.4%
+615.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -4.1% | -9.0% | -2.8% |
| 7D | -18.0% | -4.2% | -13.9% | -8.0% |
| 30D | -35.1% | -5.8% | -29.3% | -23.5% |
| 3M | -59.4% | -5.2% | -54.2% | -52.6% |
| 6M | -76.8% | +0.1% | -76.9% | -75.3% |
| YTD | -48.4% | +8.2% | -56.6% | -51.8% |
| 1Y | -59.3% | +10.1% | -69.4% | -63.0% |
| All | +684.8% | +69.4% | +615.5% | +325.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling