-66.2%
USIO price history and return analytics
+58.5%
-124.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -5.8% |
| 7D | -30.0% | +2.9% | -32.9% | -32.2% |
| 30D | -23.2% | -2.5% | -20.7% | -21.4% |
| 3M | -13.9% | -3.3% | -10.5% | -11.1% |
| 6M | +60.2% | +1.5% | +58.6% | +57.4% |
| YTD | +50.7% | +11.4% | +39.4% | +34.3% |
| 1Y | +43.4% | +11.9% | +31.4% | +26.9% |
| 3Y | +17.1% | +73.9% | -56.7% | -37.0% |
| 5Y | -66.2% | +57.9% | -124.1% | -77.5% |
| All | -66.2% | +58.5% | -124.7% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling