+1.3%
URNM vs VOO
+18.2%
-16.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -5.0% | -5.9% |
| 7D | -8.2% | -0.8% | -7.4% | -6.7% |
| 30D | -5.4% | -1.1% | -4.4% | -3.1% |
| 3M | -3.5% | +3.9% | -7.4% | -10.9% |
| 6M | -22.4% | +13.6% | -36.0% | -39.4% |
| YTD | -4.6% | +12.7% | -17.3% | -24.2% |
| 1Y | +1.3% | +17.6% | -16.2% | -24.6% |
| All | +1.3% | +18.2% | -16.9% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling