+300.0%
UEC vs VOO
+81.6%
+218.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.6% |
| 7D | -0.2% | -0.4% | +0.2% | +0.4% |
| 30D | +1.9% | -1.4% | +3.3% | +4.9% |
| 3M | +8.9% | +3.7% | +5.2% | +3.0% |
| 6M | -14.5% | +13.0% | -27.5% | -29.7% |
| YTD | -0.7% | +12.4% | -13.1% | -17.0% |
| 1Y | -4.1% | +18.6% | -22.6% | -26.8% |
| 3Y | +148.9% | +78.1% | +70.9% | -12.0% |
| 5Y | +300.0% | +82.3% | +217.7% | +61.7% |
| All | +300.0% | +81.6% | +218.4% | +61.7% |
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