+63.9%
VXUS vs UEC
+19.3%
+44.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.8% | -6.6% | -0.5% |
| 7D | -1.8% | -10.2% | +8.5% | -0.8% |
| 30D | -4.6% | -26.9% | +22.4% | -1.9% |
| 3M | -6.1% | -35.7% | +29.6% | -2.6% |
| 6M | -4.9% | -56.1% | +51.2% | +1.3% |
| YTD | +8.1% | -40.8% | +48.8% | +11.7% |
| 1Y | +12.1% | -43.4% | +55.5% | +15.9% |
| 3Y | +63.9% | +25.4% | +38.5% | +53.8% |
| All | +63.9% | +19.3% | +44.6% | +53.8% |
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