+65.1%
USIO price history and return analytics
+223.7%
-158.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.7% |
| 7D | +8.5% | +0.4% | +8.1% | +8.2% |
| 30D | +10.4% | -2.6% | +13.0% | +12.8% |
| 3M | +32.3% | -3.2% | +35.6% | +35.8% |
| 6M | +139.8% | +0.9% | +138.9% | +138.7% |
| YTD | +125.7% | +11.3% | +114.4% | +108.5% |
| 1Y | +110.3% | +14.0% | +96.3% | +90.6% |
| 3Y | +75.4% | +75.8% | -0.4% | +15.0% |
| 5Y | -48.5% | +57.8% | -106.3% | -63.8% |
| 10Y | +65.1% | +219.8% | -154.7% | -0.9% |
| All | +65.1% | +223.7% | -158.6% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling