+65.1%
VSH vs UEC
+273.6%
-208.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -0.4% |
| 7D | +2.8% | -4.3% | +7.0% | +3.5% |
| 30D | -6.0% | -3.8% | -2.2% | -5.7% |
| 3M | -42.6% | +17.0% | -59.6% | -44.2% |
| 6M | +82.1% | -23.9% | +106.0% | +88.4% |
| YTD | +117.5% | -5.7% | +123.2% | +117.3% |
| 1Y | +109.0% | -12.5% | +121.5% | +108.9% |
| 3Y | +34.9% | +136.5% | -101.6% | +11.9% |
| 5Y | +65.1% | +243.3% | -178.2% | +24.7% |
| All | +65.1% | +273.6% | -208.5% | +24.7% |
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