+146.2%
VXUS vs UEC
+616.1%
-469.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.2% |
| 7D | +2.1% | -3.8% | +5.9% | +2.5% |
| 30D | -1.1% | -13.5% | +12.4% | +0.2% |
| 3M | -5.6% | -40.5% | +34.9% | -1.0% |
| 6M | -2.3% | -56.7% | +54.4% | +5.1% |
| YTD | +10.4% | -43.0% | +53.3% | +14.4% |
| 1Y | +13.1% | -42.5% | +55.6% | +16.7% |
| 3Y | +68.0% | +11.6% | +56.4% | +55.0% |
| 5Y | +45.8% | +21.8% | +24.1% | +25.8% |
| All | +146.2% | +616.1% | -469.9% | +54.9% |
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 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