+827.8%
VOO vs UEC
+327.4%
+500.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +0.1% | -6.9% | +7.0% | +0.8% |
| 30D | +0.1% | +7.6% | -7.6% | -0.8% |
| 3M | +2.0% | -18.4% | +20.4% | +3.3% |
| 6M | +13.0% | -23.3% | +36.3% | +14.3% |
| YTD | +13.6% | -1.2% | +14.8% | +11.5% |
| 1Y | +20.1% | +2.3% | +17.8% | +16.4% |
| 3Y | +77.6% | +162.3% | -84.7% | +51.9% |
| 5Y | +82.4% | +287.2% | -204.8% | +43.0% |
| 10Y | +316.8% | +1,009.6% | -692.8% | +164.4% |
| All | +827.8% | +327.4% | +500.4% | +484.9% |
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