+27.5%
USIO vs VOO
+78.5%
-51.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -31.1% | +2.6% | -33.7% | -32.7% |
| 30D | -26.1% | -2.0% | -24.1% | -25.0% |
| 3M | -21.2% | -2.8% | -18.5% | -19.6% |
| 6M | +55.7% | +2.2% | +53.6% | +53.2% |
| YTD | +50.0% | +11.5% | +38.5% | +38.0% |
| 1Y | +43.7% | +13.5% | +30.2% | +30.4% |
| 3Y | +27.5% | +78.1% | -50.6% | -17.1% |
| All | +27.5% | +78.5% | -51.0% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling