+66.3%
USIO price history and return analytics
+74.4%
-8.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.8% |
| 7D | -0.7% | -0.1% | -0.5% | -0.6% |
| 30D | +4.7% | -3.1% | +7.7% | +7.5% |
| 3M | +32.3% | -3.5% | +35.8% | +36.3% |
| 6M | +127.3% | +0.5% | +126.9% | +126.9% |
| YTD | +114.0% | +10.8% | +103.2% | +96.8% |
| 1Y | +100.7% | +11.9% | +88.8% | +82.9% |
| 3Y | +66.3% | +73.0% | -6.7% | +3.4% |
| All | +66.3% | +74.4% | -8.2% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling