+165.8%
VXUS vs UEC
+25.8%
+140.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.1% |
| 7D | +0.5% | -5.2% | +5.7% | +0.9% |
| 30D | -2.5% | -22.0% | +19.4% | -0.3% |
| 3M | -4.6% | -37.0% | +32.4% | -0.5% |
| 6M | -2.6% | -52.7% | +50.1% | +3.8% |
| YTD | +10.4% | -38.6% | +49.0% | +13.5% |
| 1Y | +12.9% | -44.6% | +57.5% | +16.8% |
| 3Y | +68.4% | +27.1% | +41.3% | +53.3% |
| 5Y | +47.7% | +37.9% | +9.8% | +25.9% |
| 10Y | +142.2% | +631.6% | -489.4% | +49.7% |
| All | +165.8% | +25.8% | +140.0% | +73.6% |
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