+8.6%
VTEB vs UEC
+122.3%
-113.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.5% | +0.4% |
| 7D | -0.9% | -9.4% | +8.5% | -0.9% |
| 30D | -2.5% | -8.0% | +5.5% | -2.5% |
| 3M | -3.0% | -1.7% | -1.3% | -3.0% |
| 6M | -2.1% | -26.1% | +24.0% | -2.1% |
| YTD | -1.5% | -10.5% | +9.0% | -1.5% |
| 1Y | +0.2% | -13.3% | +13.4% | +0.2% |
| 3Y | +8.6% | +116.4% | -107.8% | +8.6% |
| All | +8.6% | +122.3% | -113.8% | +8.6% |
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