+56.6%
USIO price history and return analytics
+69.7%
-13.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +1.4% | -2.3% | +3.7% | +3.3% |
| 30D | +3.1% | -5.0% | +8.1% | +7.7% |
| 3M | +28.1% | -4.9% | +33.0% | +33.6% |
| 6M | +119.3% | -1.5% | +120.8% | +122.5% |
| YTD | +117.6% | +8.5% | +109.2% | +103.6% |
| 1Y | +96.0% | +11.4% | +84.7% | +79.2% |
| 3Y | +56.6% | +70.1% | -13.5% | -4.0% |
| All | +56.6% | +69.7% | -13.1% | -4.0% |
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