+603.4%
VLO vs UEC
+299.0%
+304.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.0% | +0.2% | +3.0% |
| 7D | +5.8% | +2.6% | +3.2% | +5.5% |
| 30D | +28.3% | +5.6% | +22.7% | +27.3% |
| 3M | +48.7% | -5.7% | +54.4% | +48.4% |
| 6M | +71.9% | -8.0% | +80.0% | +69.7% |
| YTD | +138.7% | +1.8% | +136.9% | +131.1% |
| 1Y | +148.5% | +0.6% | +147.9% | +137.3% |
| 3Y | +192.7% | +155.2% | +37.5% | +130.8% |
| All | +603.4% | +299.0% | +304.4% | +395.5% |
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