+14.1%
VNQ vs UEC
-46.3%
+60.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.9% | +8.1% | +3.2% |
| 7D | +6.8% | -13.8% | +20.6% | +7.0% |
| 30D | +10.0% | -23.1% | +33.1% | +10.3% |
| 3M | 0.0% | -31.5% | +31.5% | +0.4% |
| 6M | +4.5% | -51.5% | +56.0% | +5.8% |
| YTD | +13.9% | -38.4% | +52.4% | +13.9% |
| 1Y | +14.1% | -44.7% | +58.7% | +14.0% |
| All | +14.1% | -46.3% | +60.4% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling