+96.7%
USCB price history and return analytics
+65.6%
+31.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +1.5% | +2.9% | -1.4% | -0.1% |
| 30D | -9.1% | -2.5% | -6.6% | -7.9% |
| 3M | -9.8% | -3.3% | -6.5% | -8.2% |
| 6M | +11.2% | +1.5% | +9.7% | +9.8% |
| YTD | +11.4% | +11.4% | 0.0% | +4.2% |
| 1Y | +15.2% | +11.9% | +3.3% | +7.3% |
| 3Y | +94.7% | +73.9% | +20.9% | +49.0% |
| 5Y | +47.2% | +57.9% | -10.7% | +12.7% |
| All | +96.7% | +65.6% | +31.1% | +52.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling