+93.9%
USCB vs VT
+60.9%
+32.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +1.7% |
| 7D | -0.1% | -4.2% | +4.1% | +2.2% |
| 30D | -11.0% | -5.8% | -5.2% | -8.1% |
| 3M | -10.9% | -5.2% | -5.6% | -8.3% |
| 6M | +10.7% | +0.1% | +10.5% | +10.1% |
| YTD | +9.7% | +8.2% | +1.5% | +4.3% |
| 1Y | +15.6% | +10.1% | +5.5% | +8.6% |
| 3Y | +87.3% | +69.7% | +17.6% | +45.5% |
| 5Y | +52.6% | +53.4% | -0.8% | +18.7% |
| All | +93.9% | +60.9% | +32.9% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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