+94.6%
ROIV vs USFD
+49.6%
+45.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +14.3% | +8.4% | +5.9% | +12.9% |
| 30D | +16.2% | +12.7% | +3.5% | +14.1% |
| 3M | +15.1% | +1.1% | +14.0% | +14.6% |
| 6M | +44.2% | +30.2% | +14.1% | +36.8% |
| YTD | +89.8% | +45.8% | +44.0% | +72.4% |
| 1Y | +94.6% | +51.9% | +42.6% | +75.3% |
| All | +94.6% | +49.6% | +45.0% | +75.3% |
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 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