+938.9%
VLO vs UEC
+908.7%
+30.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | +6.2% | -0.2% | +6.4% | +6.3% |
| 30D | +23.5% | +1.9% | +21.6% | +22.7% |
| 3M | +53.9% | +8.9% | +44.9% | +50.0% |
| 6M | +81.7% | -14.5% | +96.1% | +80.3% |
| YTD | +142.5% | -0.7% | +143.1% | +132.6% |
| 1Y | +145.4% | -4.1% | +149.5% | +132.1% |
| 3Y | +197.3% | +148.9% | +48.4% | +121.6% |
| 5Y | +614.6% | +300.0% | +314.6% | +337.2% |
| 10Y | +938.9% | +994.3% | -55.5% | +322.1% |
| All | +938.9% | +908.7% | +30.2% | +322.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling