+75.7%
VEA vs UEC
+146.8%
-71.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.6% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +0.4% | +1.9% | -1.5% | +0.1% |
| 3M | +4.8% | +8.9% | -4.1% | +3.5% |
| 6M | +11.3% | -14.5% | +25.7% | +11.4% |
| YTD | +17.4% | -0.7% | +18.1% | +15.9% |
| 1Y | +26.2% | -4.1% | +30.3% | +23.8% |
| All | +75.7% | +146.8% | -71.1% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling