+268.7%
UEC vs VT
+66.2%
+202.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -6.9% | +0.4% | -7.4% | -7.8% |
| 30D | +7.6% | +1.0% | +6.7% | +5.9% |
| 3M | -18.4% | +2.4% | -20.8% | -20.7% |
| 6M | -23.3% | +12.0% | -35.3% | -36.8% |
| YTD | -1.2% | +15.3% | -16.5% | -22.6% |
| 1Y | +2.3% | +22.6% | -20.3% | -28.8% |
| 3Y | +162.3% | +74.7% | +87.6% | -11.7% |
| All | +268.7% | +66.2% | +202.5% | +69.6% |
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