+43.7%
USIO price history and return analytics
+11.9%
+31.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -31.1% | +2.4% | -33.4% | -32.6% |
| 30D | -26.1% | -1.5% | -24.6% | -25.1% |
| 3M | -21.2% | -4.1% | -17.1% | -18.5% |
| 6M | +55.7% | +0.6% | +55.2% | +54.8% |
| YTD | +50.0% | +11.0% | +39.0% | +36.5% |
| 1Y | +43.7% | +13.3% | +30.3% | +27.7% |
| All | +43.7% | +11.9% | +31.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling