+1,024.4%
VRT vs UEC
+278.7%
+745.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.6% | +2.8% |
| 7D | +13.6% | +2.6% | +11.0% | +12.8% |
| 30D | +6.8% | +5.6% | +1.2% | +4.3% |
| 3M | -3.2% | -5.7% | +2.5% | -3.2% |
| 6M | +20.3% | -8.0% | +28.4% | +20.0% |
| YTD | +79.6% | +1.8% | +77.8% | +71.3% |
| 1Y | +139.0% | +0.6% | +138.4% | +123.9% |
| 3Y | +644.6% | +155.2% | +489.5% | +412.2% |
| 5Y | +1,024.4% | +305.8% | +718.6% | +600.7% |
| All | +1,024.4% | +278.7% | +745.7% | +600.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling