+55.4%
VXUS vs UEC
+278.7%
-223.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.7% |
| 7D | +1.6% | +2.6% | -1.0% | +1.3% |
| 30D | +1.0% | +5.6% | -4.6% | +0.3% |
| 3M | +5.7% | -5.7% | +11.4% | +5.5% |
| 6M | +13.6% | -8.0% | +21.6% | +13.1% |
| YTD | +17.4% | +1.8% | +15.6% | +15.3% |
| 1Y | +25.1% | +0.6% | +24.5% | +21.8% |
| 3Y | +75.8% | +155.2% | -79.3% | +50.6% |
| 5Y | +55.4% | +305.8% | -250.4% | +22.5% |
| All | +55.4% | +278.7% | -223.3% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling