-7.5%
IGV vs USFD
+49.6%
-57.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.5% | -7.6% | +2.1% |
| 7D | -7.5% | +7.8% | -15.3% | -6.4% |
| 30D | -5.6% | +16.2% | -21.8% | -3.4% |
| 3M | +1.5% | +11.0% | -9.5% | +3.3% |
| 6M | +17.1% | +20.7% | -3.6% | +22.3% |
| YTD | -2.0% | +46.0% | -47.9% | +0.9% |
| 1Y | -7.5% | +49.8% | -57.3% | -5.4% |
| All | -7.5% | +49.6% | -57.1% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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