+183.8%
VXUS vs UEC
+102.5%
+81.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +1.0% | -6.9% | +8.0% | +1.8% |
| 30D | +2.2% | +7.6% | -5.5% | +1.2% |
| 3M | +3.0% | -18.4% | +21.4% | +4.4% |
| 6M | +10.7% | -23.3% | +33.9% | +12.2% |
| YTD | +17.8% | -1.2% | +19.0% | +15.8% |
| 1Y | +27.6% | +2.3% | +25.3% | +23.6% |
| 3Y | +73.3% | +162.3% | -89.0% | +46.5% |
| 5Y | +54.3% | +287.2% | -232.9% | +17.7% |
| 10Y | +149.8% | +1,009.6% | -859.8% | +48.2% |
| All | +183.8% | +102.5% | +81.4% | +77.1% |
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