+150.2%
USCI vs VOO
+309.6%
-159.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.7% | +2.6% | -3.2% | -1.3% |
| 30D | -6.5% | -2.0% | -4.5% | -6.1% |
| 3M | +0.7% | -2.8% | +3.4% | +1.3% |
| 6M | +1.0% | +2.2% | -1.2% | +0.2% |
| YTD | +32.8% | +11.5% | +21.3% | +28.6% |
| 1Y | +32.2% | +13.5% | +18.7% | +27.3% |
| 3Y | +75.8% | +78.1% | -2.3% | +48.3% |
| 5Y | +134.7% | +73.1% | +61.6% | +98.3% |
| All | +150.2% | +309.6% | -159.5% | +69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling