+309.3%
USIO vs VOO
+798.5%
-489.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +2.2% |
| 7D | +8.5% | +0.1% | +8.4% | +8.4% |
| 30D | +10.4% | -3.3% | +13.7% | +13.0% |
| 3M | +32.3% | -2.4% | +34.7% | +34.6% |
| 6M | +139.8% | +2.6% | +137.2% | +136.7% |
| YTD | +125.7% | +11.3% | +114.5% | +111.4% |
| 1Y | +110.3% | +13.4% | +96.8% | +94.4% |
| 3Y | +75.4% | +80.3% | -4.9% | +21.0% |
| 5Y | -48.5% | +72.7% | -121.2% | -63.5% |
| 10Y | +65.1% | +310.0% | -245.0% | -27.6% |
| All | +309.3% | +798.5% | -489.2% | +94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling