+172.6%
VEU vs UEC
+78.8%
+93.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.7% |
| 7D | +1.7% | +2.6% | -0.9% | +1.4% |
| 30D | +1.0% | +5.6% | -4.6% | +0.3% |
| 3M | +5.6% | -5.7% | +11.3% | +5.5% |
| 6M | +13.7% | -8.0% | +21.7% | +13.2% |
| YTD | +17.7% | +1.8% | +15.9% | +15.5% |
| 1Y | +25.8% | +0.6% | +25.2% | +22.3% |
| 3Y | +77.1% | +155.2% | -78.0% | +51.9% |
| 5Y | +57.1% | +305.8% | -248.7% | +21.7% |
| 10Y | +149.8% | +943.0% | -793.2% | +56.5% |
| All | +172.6% | +78.8% | +93.8% | +44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling