+266.7%
USIO vs VOO
+817.1%
-550.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +18.0% | +0.1% | +18.0% | +18.0% |
| 3M | +77.4% | +2.0% | +75.4% | +75.2% |
| 6M | +97.8% | +13.0% | +84.8% | +83.3% |
| YTD | +102.2% | +13.6% | +88.6% | +86.7% |
| 1Y | +93.7% | +20.1% | +73.6% | +72.5% |
| 3Y | +62.7% | +77.6% | -14.8% | +13.0% |
| 5Y | -56.3% | +82.4% | -138.7% | -70.0% |
| 10Y | +80.9% | +316.8% | -235.9% | -21.5% |
| All | +266.7% | +817.1% | -550.4% | +71.8% |
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