-8.9%
KVUE vs USFD
+149.2%
-158.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.0% | -2.2% |
| 7D | -7.2% | -7.0% | -0.2% | -5.7% |
| 30D | -5.7% | -10.3% | +4.6% | -3.4% |
| 3M | +0.2% | +9.2% | -9.0% | -2.0% |
| 6M | 0.0% | +7.4% | -7.4% | -1.9% |
| YTD | +6.5% | +29.4% | -22.9% | -0.9% |
| 1Y | -1.4% | +24.8% | -26.2% | -7.4% |
| All | -8.9% | +149.2% | -158.1% | -27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling