+135.1%
VGT vs UEC
+273.6%
-138.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.3% |
| 7D | -1.0% | -4.3% | +3.2% | -0.4% |
| 30D | -0.4% | -3.8% | +3.4% | -0.2% |
| 3M | +6.6% | +17.0% | -10.4% | +3.5% |
| 6M | +31.0% | -23.9% | +54.9% | +34.0% |
| YTD | +27.2% | -5.7% | +32.9% | +24.8% |
| 1Y | +34.5% | -12.5% | +47.0% | +31.5% |
| 3Y | +123.1% | +136.5% | -13.3% | +76.4% |
| 5Y | +135.1% | +243.3% | -108.2% | +65.9% |
| All | +135.1% | +273.6% | -138.5% | +65.9% |
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