+54.5%
VEU vs UEC
+273.6%
-219.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -0.8% |
| 7D | -1.9% | -4.3% | +2.3% | -1.5% |
| 30D | -0.7% | -3.8% | +3.1% | -0.6% |
| 3M | +4.9% | +17.0% | -12.1% | +2.9% |
| 6M | +9.8% | -23.9% | +33.7% | +11.3% |
| YTD | +15.3% | -5.7% | +21.0% | +14.1% |
| 1Y | +23.0% | -12.5% | +35.6% | +21.4% |
| 3Y | +73.5% | +136.5% | -63.0% | +49.8% |
| 5Y | +54.5% | +243.3% | -188.8% | +23.6% |
| All | +54.5% | +273.6% | -219.1% | +23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling