+38.7%
VSAT vs UEC
+39.8%
-1.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +12.5% | +0.6% | +11.9% | +12.7% |
| 30D | +11.0% | -18.1% | +29.1% | +18.6% |
| 3M | -11.1% | -36.9% | +25.8% | +2.2% |
| 6M | +2.8% | -56.1% | +58.9% | +29.5% |
| YTD | +118.0% | -38.1% | +156.1% | +148.8% |
| 1Y | +97.1% | -41.7% | +138.8% | +128.1% |
| 3Y | +296.8% | +28.2% | +268.6% | +244.4% |
| 5Y | +38.7% | +31.7% | +7.0% | +11.1% |
| All | +38.7% | +39.8% | -1.2% | +11.1% |
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