+107.1%
USCI price history and return analytics
+405.8%
-298.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -4.7% | -2.3% | -2.4% | -4.0% |
| 30D | -5.2% | -5.0% | -0.2% | -3.7% |
| 3M | +4.0% | -4.9% | +8.9% | +5.6% |
| 6M | +5.1% | -1.5% | +6.6% | +5.2% |
| YTD | +33.7% | +8.5% | +25.2% | +29.2% |
| 1Y | +33.7% | +11.4% | +22.3% | +28.0% |
| 3Y | +74.2% | +70.1% | +4.1% | +42.9% |
| 5Y | +139.0% | +53.7% | +85.3% | +101.5% |
| 10Y | +147.0% | +220.0% | -73.0% | +56.1% |
| All | +107.1% | +405.8% | -298.7% | +5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling