+107.4%
VSXY vs UEC
+21.1%
+86.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.8% |
| 7D | -1.7% | -3.8% | +2.0% | -1.2% |
| 30D | +20.1% | -13.5% | +33.6% | +22.2% |
| 3M | +16.6% | -40.5% | +57.1% | +24.1% |
| 6M | +134.9% | -56.7% | +191.6% | +159.5% |
| YTD | +96.0% | -43.0% | +139.0% | +108.2% |
| 1Y | +203.8% | -42.5% | +246.3% | +220.6% |
| 3Y | +465.3% | +11.6% | +453.8% | +422.0% |
| All | +107.4% | +21.1% | +86.3% | +104.1% |
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