+143.3%
USIO price history and return analytics
+360.7%
-217.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.7% | +1.1% | -25.9% | -25.5% |
| 7D | -27.0% | -0.7% | -26.3% | -26.8% |
| 30D | -20.1% | -1.7% | -18.3% | -19.3% |
| 3M | -1.8% | -2.3% | +0.5% | -0.5% |
| 6M | +75.2% | +1.5% | +73.7% | +73.6% |
| YTD | +61.0% | +12.0% | +49.0% | +49.7% |
| 1Y | +49.0% | +12.9% | +36.1% | +37.8% |
| 3Y | +25.1% | +74.9% | -49.8% | -12.0% |
| 5Y | -63.6% | +59.9% | -123.5% | -72.8% |
| 10Y | +26.6% | +224.6% | -198.0% | -36.7% |
| All | +143.3% | +360.7% | -217.3% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling