+314.1%
VOO vs UEC
+939.6%
-625.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.1% |
| 7D | -2.0% | -4.3% | +2.3% | -1.6% |
| 30D | -1.7% | -3.8% | +2.2% | -1.5% |
| 3M | +4.7% | +17.0% | -12.2% | +2.5% |
| 6M | +12.6% | -23.9% | +36.4% | +14.1% |
| YTD | +11.8% | -5.7% | +17.4% | +9.9% |
| 1Y | +17.5% | -12.5% | +30.1% | +15.3% |
| 3Y | +77.0% | +136.5% | -59.5% | +49.1% |
| 5Y | +82.6% | +243.3% | -160.7% | +38.7% |
| All | +314.1% | +939.6% | -625.6% | +137.2% |
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