+98.9%
VSH vs UEC
-45.1%
+144.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.2% | -3.3% |
| 7D | +14.3% | -3.8% | +18.1% | +16.5% |
| 30D | -7.9% | -13.5% | +5.6% | -1.0% |
| 3M | -19.9% | -40.5% | +20.6% | -2.0% |
| 6M | -30.5% | -56.7% | +26.1% | -7.7% |
| YTD | +85.7% | -43.0% | +128.6% | +121.0% |
| 1Y | +98.9% | -42.5% | +141.5% | +135.5% |
| All | +98.9% | -45.1% | +144.1% | +135.5% |
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