+92.5%
USCB vs VOO
+80.3%
+12.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -0.7% | -2.0% | +1.2% | +0.3% |
| 30D | +2.9% | -1.7% | +4.6% | +3.8% |
| 3M | +19.5% | +4.7% | +14.7% | +16.6% |
| 6M | +27.3% | +12.6% | +14.8% | +19.5% |
| YTD | +27.2% | +11.8% | +15.4% | +19.8% |
| 1Y | +35.5% | +17.5% | +18.0% | +24.2% |
| 3Y | +125.7% | +77.0% | +48.7% | +78.2% |
| 5Y | +92.5% | +82.6% | +9.9% | +49.3% |
| All | +92.5% | +80.3% | +12.1% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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