+126.0%
USCB price history and return analytics
+70.7%
+55.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | +3.9% | +1.0% | +2.9% | +3.3% |
| 30D | +4.1% | -0.2% | +4.4% | +4.2% |
| 3M | +24.8% | +4.5% | +20.3% | +21.6% |
| 6M | +26.9% | +14.1% | +12.9% | +17.3% |
| YTD | +27.9% | +14.8% | +13.2% | +17.8% |
| 1Y | +37.4% | +21.2% | +16.2% | +22.4% |
| 3Y | +127.1% | +76.6% | +50.5% | +71.7% |
| 5Y | +91.2% | +66.6% | +24.6% | +42.9% |
| All | +126.0% | +70.7% | +55.4% | +72.3% |
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