+44.3%
UEC vs VT
+57.4%
-13.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.6% | +7.5% | +4.5% |
| 7D | +1.5% | +0.4% | +1.1% | +1.0% |
| 30D | -17.1% | -2.6% | -14.5% | -11.5% |
| 3M | -32.3% | -3.2% | -29.1% | -26.4% |
| 6M | -49.7% | +0.9% | -50.7% | -48.7% |
| YTD | -34.8% | +11.3% | -46.1% | -44.2% |
| 1Y | -37.5% | +14.0% | -51.5% | -48.7% |
| 3Y | +37.1% | +75.8% | -38.8% | -53.7% |
| 5Y | +44.3% | +57.8% | -13.5% | -23.3% |
| All | +44.3% | +57.4% | -13.1% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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