+167.6%
VXUS vs UEC
+33.7%
+133.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.3% | +1.8% |
| 7D | +0.8% | +1.5% | -0.7% | +0.5% |
| 30D | -1.9% | -17.1% | +15.2% | -0.2% |
| 3M | -4.4% | -32.3% | +27.9% | -1.0% |
| 6M | -2.0% | -49.7% | +47.8% | +3.8% |
| YTD | +11.1% | -34.8% | +45.9% | +13.6% |
| 1Y | +15.1% | -37.5% | +52.6% | +17.7% |
| 3Y | +70.4% | +37.1% | +33.4% | +54.0% |
| 5Y | +47.2% | +44.3% | +2.9% | +24.9% |
| 10Y | +142.3% | +737.4% | -595.1% | +47.7% |
| All | +167.6% | +33.7% | +133.9% | +73.7% |
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