+399.6%
URNM vs VOO
+172.3%
+227.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -5.0% | -5.1% |
| 7D | -8.2% | -0.8% | -7.4% | -7.5% |
| 30D | -5.4% | -1.1% | -4.4% | -4.2% |
| 3M | -3.5% | +3.9% | -7.4% | -7.2% |
| 6M | -22.4% | +13.6% | -36.0% | -31.6% |
| YTD | -4.6% | +12.7% | -17.3% | -14.8% |
| 1Y | +1.3% | +17.6% | -16.2% | -13.2% |
| 3Y | +41.4% | +77.3% | -36.0% | -20.7% |
| 5Y | +44.9% | +84.1% | -39.2% | -20.2% |
| All | +399.6% | +172.3% | +227.3% | +109.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling