+24.9%
VTEB vs UEC
+939.6%
-914.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.7% |
| 7D | -1.2% | -4.3% | +3.0% | -1.2% |
| 30D | -2.9% | -3.8% | +1.0% | -2.9% |
| 3M | -3.2% | +17.0% | -20.1% | -3.3% |
| 6M | -2.6% | -23.9% | +21.3% | -2.6% |
| YTD | -1.8% | -5.7% | +3.8% | -1.9% |
| 1Y | +0.2% | -12.5% | +12.8% | +0.1% |
| 3Y | +8.2% | +136.5% | -128.3% | +7.4% |
| 5Y | +0.8% | +243.3% | -242.5% | -0.5% |
| 10Y | +17.7% | +939.6% | -922.0% | +13.7% |
| All | +24.9% | +939.6% | -914.7% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling