+436.4%
VTV vs UEC
+78.8%
+357.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -1.0% |
| 7D | +0.3% | +2.6% | -2.3% | +0.1% |
| 30D | +0.1% | +5.6% | -5.4% | -0.5% |
| 3M | +6.2% | -5.7% | +11.9% | +6.1% |
| 6M | +13.5% | -8.0% | +21.5% | +12.9% |
| YTD | +18.9% | +1.8% | +17.1% | +16.7% |
| 1Y | +25.8% | +0.6% | +25.2% | +22.6% |
| 3Y | +68.7% | +155.2% | -86.4% | +48.0% |
| 5Y | +80.3% | +305.8% | -225.5% | +45.4% |
| 10Y | +226.3% | +943.0% | -716.6% | +121.0% |
| All | +436.4% | +78.8% | +357.6% | +217.2% |
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