+2,022.6%
VGT vs UEC
+78.8%
+1,943.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.5% |
| 7D | +1.8% | +2.6% | -0.8% | +1.6% |
| 30D | -0.3% | +5.6% | -5.9% | -1.1% |
| 3M | +3.4% | -5.7% | +9.1% | +3.4% |
| 6M | +35.0% | -8.0% | +43.0% | +34.6% |
| YTD | +28.8% | +1.8% | +27.0% | +26.4% |
| 1Y | +38.0% | +0.6% | +37.4% | +34.4% |
| 3Y | +125.8% | +155.2% | -29.4% | +94.2% |
| 5Y | +134.7% | +305.8% | -171.1% | +84.6% |
| 10Y | +792.6% | +943.0% | -150.4% | +482.7% |
| All | +2,022.6% | +78.8% | +1,943.8% | +1,100.6% |
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 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