+146.3%
VXUS vs UEC
+631.2%
-484.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.3% |
| 7D | +2.3% | +4.9% | -2.6% | +1.7% |
| 30D | -2.2% | -17.5% | +15.3% | -0.5% |
| 3M | -5.4% | -40.1% | +34.7% | -0.8% |
| 6M | -1.2% | -56.1% | +54.9% | +6.1% |
| YTD | +10.4% | -41.8% | +52.2% | +14.2% |
| 1Y | +11.8% | -44.8% | +56.6% | +15.9% |
| 3Y | +68.4% | +20.6% | +47.8% | +54.0% |
| 5Y | +45.9% | +24.3% | +21.5% | +25.6% |
| All | +146.3% | +631.2% | -484.9% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling