+161.1%
VEA vs UEC
+885.8%
-724.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.2% | +1.6% |
| 7D | -1.5% | -9.4% | +8.0% | -0.5% |
| 30D | -0.8% | -8.0% | +7.2% | -0.2% |
| 3M | +2.5% | -1.7% | +4.2% | +2.2% |
| 6M | +11.1% | -26.1% | +37.3% | +13.1% |
| YTD | +17.2% | -10.5% | +27.7% | +16.3% |
| 1Y | +24.5% | -13.3% | +37.8% | +22.7% |
| 3Y | +75.4% | +116.4% | -40.9% | +51.1% |
| 5Y | +61.1% | +225.5% | -164.5% | +25.2% |
| All | +161.1% | +885.8% | -724.8% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 10y: compounded portfolio wealth divided by compounded UEC 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…
10y analysis · Full analysis span regression · 6 months rolling