+104.6%
VGT vs UEC
+21.1%
+83.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.4% |
| 7D | +2.5% | -3.8% | +6.2% | +3.0% |
| 30D | -9.5% | -13.5% | +4.0% | -7.5% |
| 3M | -9.5% | -40.5% | +31.0% | -2.4% |
| 6M | -1.8% | -56.7% | +54.9% | +10.2% |
| YTD | +18.4% | -43.0% | +61.4% | +25.2% |
| 1Y | +18.7% | -42.5% | +61.3% | +24.8% |
| 3Y | +103.8% | +11.6% | +92.2% | +79.7% |
| All | +104.6% | +21.1% | +83.5% | +60.5% |
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 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