+47.4%
URNM vs VOO
+75.9%
-28.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.3% |
| 7D | -4.5% | -2.0% | -2.5% | -2.0% |
| 30D | -1.3% | -1.7% | +0.3% | +1.0% |
| 3M | +6.1% | +4.7% | +1.4% | +0.6% |
| 6M | -20.5% | +12.6% | -33.0% | -30.1% |
| YTD | -0.5% | +11.8% | -12.2% | -11.6% |
| 1Y | +4.6% | +17.5% | -12.9% | -11.6% |
| All | +47.4% | +75.9% | -28.5% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling