+1,002.1%
VLO vs UEC
+73.5%
+928.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +5.2% | -6.9% | +12.1% | +6.2% |
| 30D | +22.6% | +7.6% | +14.9% | +20.9% |
| 3M | +43.8% | -18.4% | +62.2% | +45.9% |
| 6M | +65.7% | -23.3% | +89.0% | +67.0% |
| YTD | +131.1% | -1.2% | +132.3% | +123.2% |
| 1Y | +143.6% | +2.3% | +141.3% | +130.3% |
| 3Y | +201.4% | +162.3% | +39.1% | +135.0% |
| 5Y | +568.9% | +287.2% | +281.6% | +355.5% |
| 10Y | +891.8% | +1,009.6% | -117.8% | +404.6% |
| All | +1,002.1% | +73.5% | +928.6% | +330.5% |
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 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