+1,978.9%
VICR vs UEC
+78.8%
+1,900.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.0% | -0.5% | +2.0% |
| 7D | +9.8% | +2.6% | +7.3% | +9.4% |
| 30D | -12.6% | +5.6% | -18.2% | -13.7% |
| 3M | -29.7% | -5.7% | -24.0% | -29.4% |
| 6M | +18.8% | -8.0% | +26.9% | +20.3% |
| YTD | +76.4% | +1.8% | +74.6% | +75.6% |
| 1Y | +282.4% | +0.6% | +281.8% | +275.7% |
| 3Y | +206.2% | +155.2% | +51.0% | +148.5% |
| 5Y | +53.9% | +305.8% | -251.9% | +9.7% |
| 10Y | +1,572.3% | +943.0% | +629.3% | +810.0% |
| All | +1,978.9% | +78.8% | +1,900.1% | +852.6% |
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