+111.7%
USIO vs VOO
+12.4%
+99.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +1.4% |
| 7D | +8.5% | +0.1% | +8.4% | +8.2% |
| 30D | +10.4% | -3.3% | +13.7% | +14.2% |
| 3M | +32.3% | -2.4% | +34.7% | +35.6% |
| 6M | +139.8% | +2.6% | +137.2% | +135.8% |
| YTD | +125.7% | +11.3% | +114.5% | +107.0% |
| All | +111.7% | +12.4% | +99.3% | +93.3% |
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