+7.9%
USIO price history and return analytics
+222.7%
-214.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -5.9% |
| 7D | -30.0% | +2.9% | -32.9% | -31.7% |
| 30D | -23.2% | -2.5% | -20.7% | -21.8% |
| 3M | -13.9% | -3.3% | -10.5% | -11.8% |
| 6M | +60.2% | +1.5% | +58.6% | +58.3% |
| YTD | +50.7% | +11.4% | +39.4% | +38.8% |
| 1Y | +43.4% | +11.9% | +31.4% | +31.5% |
| 3Y | +17.1% | +73.9% | -56.7% | -22.7% |
| 5Y | -66.2% | +57.9% | -124.1% | -76.3% |
| All | +7.9% | +222.7% | -214.8% | -33.5% |
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