+29.1%
UEC vs VOO
+72.6%
-43.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.3% |
| 7D | -3.8% | +2.6% | -6.3% | -8.1% |
| 30D | -13.5% | -2.0% | -11.5% | -9.4% |
| 3M | -40.5% | -2.8% | -37.7% | -36.4% |
| 6M | -56.7% | +2.2% | -58.8% | -57.0% |
| YTD | -43.0% | +11.5% | -54.5% | -51.2% |
| 1Y | -42.5% | +13.5% | -56.0% | -52.0% |
| 3Y | +11.6% | +78.1% | -66.5% | -60.5% |
| All | +29.1% | +72.6% | -43.5% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling