+273.3%
UAMY vs VT
+57.5%
+215.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.7% |
| 7D | +11.5% | -0.1% | +11.6% | +13.2% |
| 30D | -12.8% | -3.1% | -9.7% | -6.8% |
| 3M | -51.9% | -3.5% | -48.4% | -48.0% |
| 6M | -69.9% | +0.5% | -70.4% | -68.6% |
| YTD | -36.1% | +10.8% | -46.8% | -39.7% |
| 1Y | -58.1% | +11.9% | -70.0% | -60.7% |
| 3Y | +935.5% | +73.0% | +862.5% | +575.0% |
| 5Y | +273.3% | +58.6% | +214.6% | +197.6% |
| All | +273.3% | +57.5% | +215.7% | +197.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling