+456.3%
VRTX vs UEC
+908.7%
-452.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +1.0% | -1.3% |
| 7D | -6.4% | -0.2% | -6.2% | -6.4% |
| 30D | -0.5% | +1.9% | -2.5% | -0.8% |
| 3M | +16.9% | +8.9% | +8.0% | +15.7% |
| 6M | +13.1% | -14.5% | +27.5% | +13.1% |
| YTD | +14.9% | -0.7% | +15.6% | +13.3% |
| 1Y | +31.4% | -4.1% | +35.5% | +28.8% |
| 3Y | +51.9% | +148.9% | -97.0% | +32.6% |
| 5Y | +177.1% | +300.0% | -122.9% | +118.3% |
| 10Y | +456.3% | +994.3% | -538.1% | +251.2% |
| All | +456.3% | +908.7% | -452.4% | +251.2% |
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