+139.0%
VRT vs UEC
+5.5%
+133.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.6% | +2.7% |
| 7D | +13.6% | +2.6% | +11.0% | +12.7% |
| 30D | +6.8% | +5.6% | +1.2% | +4.2% |
| 3M | -3.2% | -5.7% | +2.5% | -3.4% |
| 6M | +20.3% | -8.0% | +28.4% | +19.8% |
| YTD | +79.6% | +1.8% | +77.8% | +70.0% |
| 1Y | +139.0% | +0.6% | +138.4% | +128.0% |
| All | +139.0% | +5.5% | +133.5% | +128.0% |
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