+294.7%
USIO vs VOO
+777.9%
-483.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.8% |
| 7D | +1.4% | -2.7% | +4.1% | +3.2% |
| 30D | +3.1% | -5.4% | +8.5% | +7.0% |
| 3M | +28.1% | -4.1% | +32.2% | +31.7% |
| 6M | +119.3% | +0.7% | +118.5% | +118.9% |
| YTD | +117.6% | +8.7% | +108.9% | +106.9% |
| 1Y | +96.0% | +11.0% | +85.1% | +83.8% |
| 3Y | +56.6% | +75.5% | -18.8% | +9.9% |
| 5Y | -51.3% | +68.4% | -119.7% | -65.0% |
| 10Y | +53.4% | +315.7% | -262.3% | -33.2% |
| All | +294.7% | +777.9% | -483.2% | +90.4% |
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