-50.2%
VG vs UEC
-8.7%
-41.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.1% | -7.8% | +1.5% |
| 7D | -8.3% | +1.5% | -9.8% | -8.5% |
| 30D | -10.3% | -17.1% | +6.7% | -9.2% |
| 3M | -10.8% | -32.3% | +21.5% | -8.5% |
| 6M | +3.5% | -49.7% | +53.2% | +9.0% |
| YTD | +74.0% | -34.8% | +108.7% | +65.6% |
| 1Y | +48.9% | -37.5% | +86.4% | +43.5% |
| All | -50.2% | -8.7% | -41.5% | -65.4% |
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 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