+919.6%
UAMY vs VT
+374.2%
+545.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +7.2% | +0.4% | +6.8% | +7.0% |
| 30D | -18.5% | +1.0% | -19.5% | -18.8% |
| 3M | -39.9% | +2.4% | -42.3% | -40.2% |
| 6M | -46.3% | +12.0% | -58.3% | -48.4% |
| YTD | +3.6% | +15.3% | -11.8% | -1.5% |
| 1Y | +13.5% | +22.6% | -9.0% | +4.8% |
| 3Y | +1,109.3% | +74.7% | +1,034.6% | +875.5% |
| 5Y | +453.2% | +66.1% | +387.0% | +354.9% |
| 10Y | +1,268.4% | +225.0% | +1,043.4% | +808.9% |
| All | +919.6% | +374.2% | +545.4% | +450.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling