+69.7%
VT vs UEC
+11.7%
+58.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.9% | +5.8% | -3.2% |
| 7D | -4.2% | -20.5% | +16.3% | -2.2% |
| 30D | -5.8% | -35.9% | +30.1% | -2.2% |
| 3M | -5.2% | -39.6% | +34.3% | -1.4% |
| 6M | +0.1% | -55.3% | +55.4% | +6.2% |
| YTD | +8.2% | -44.5% | +52.8% | +12.0% |
| 1Y | +10.1% | -50.4% | +60.5% | +14.5% |
| All | +69.7% | +11.7% | +58.0% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling