+300.0%
UEC vs VO
+42.2%
+257.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -0.9% |
| 7D | -0.2% | -0.6% | +0.4% | +0.9% |
| 30D | +1.9% | -1.9% | +3.9% | +5.9% |
| 3M | +8.9% | +3.3% | +5.7% | +3.8% |
| 6M | -14.5% | +9.7% | -24.1% | -25.6% |
| YTD | -0.7% | +12.6% | -13.3% | -16.6% |
| 1Y | -4.1% | +13.6% | -17.7% | -21.0% |
| 3Y | +148.9% | +56.8% | +92.1% | +12.2% |
| 5Y | +300.0% | +42.3% | +257.7% | +158.1% |
| All | +300.0% | +42.2% | +257.8% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling