+28.4%
USCI vs VOO
+13.0%
+15.4%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +1.0% |
| 7D | -0.8% | -0.9% | +0.1% | -1.0% |
| 30D | -7.4% | -2.3% | -5.0% | -7.9% |
| 3M | -0.4% | -1.2% | +0.8% | -0.5% |
| 6M | +1.6% | +3.3% | -1.7% | +2.8% |
| YTD | +32.3% | +12.3% | +20.0% | +37.5% |
| 1Y | +28.4% | +12.5% | +15.9% | +33.5% |
| All | +28.4% | +13.0% | +15.4% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling