+447.3%
URNM vs VOO
+172.9%
+274.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.2% |
| 7D | +5.0% | +0.5% | +4.4% | +4.4% |
| 30D | +5.2% | -0.9% | +6.2% | +6.4% |
| 3M | +2.9% | +3.9% | -1.0% | -0.9% |
| 6M | -10.3% | +14.5% | -24.8% | -21.5% |
| YTD | +4.5% | +13.0% | -8.4% | -6.8% |
| 1Y | +10.8% | +19.4% | -8.7% | -6.6% |
| 3Y | +58.0% | +78.9% | -20.9% | -12.2% |
| 5Y | +73.2% | +82.3% | -9.1% | -3.9% |
| All | +447.3% | +172.9% | +274.4% | +129.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling