+71.6%
VZ vs UEC
+623.0%
-551.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | +0.9% | +0.6% | +0.4% | +0.9% |
| 30D | +8.9% | -18.1% | +27.0% | +9.4% |
| 3M | +0.1% | -36.9% | +37.0% | +1.3% |
| 6M | +1.9% | -56.1% | +58.0% | +4.0% |
| YTD | +22.0% | -38.1% | +60.1% | +22.5% |
| 1Y | +22.1% | -41.7% | +63.8% | +22.7% |
| 3Y | +58.7% | +28.2% | +30.5% | +51.5% |
| 5Y | +22.3% | +31.7% | -9.4% | +13.9% |
| 10Y | +71.6% | +685.9% | -614.2% | +35.4% |
| All | +71.6% | +623.0% | -551.4% | +35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling