+164.7%
USCI price history and return analytics
+222.7%
-57.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.9% | +1.4% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | +7.4% | -0.7% | +8.1% | +7.6% |
| 3M | +14.8% | +4.0% | +10.8% | +13.3% |
| 6M | +24.1% | +12.3% | +11.8% | +19.2% |
| YTD | +42.4% | +14.0% | +28.3% | +36.0% |
| 1Y | +44.1% | +20.3% | +23.8% | +35.2% |
| 3Y | +86.0% | +75.4% | +10.5% | +52.8% |
| 5Y | +179.2% | +66.0% | +113.2% | +132.1% |
| 10Y | +164.7% | +228.2% | -63.4% | +75.4% |
| All | +164.7% | +222.7% | -57.9% | +75.4% |
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