+371.2%
USFD vs VEU
+147.4%
+223.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | -0.2% |
| 7D | +3.9% | +0.8% | +3.2% | +3.1% |
| 30D | +12.8% | -1.6% | +14.5% | +15.0% |
| 3M | +1.0% | -4.2% | +5.2% | +5.9% |
| 6M | +30.3% | -1.5% | +31.8% | +30.4% |
| YTD | +46.0% | +11.7% | +34.3% | +23.7% |
| 1Y | +49.6% | +15.6% | +34.0% | +21.2% |
| 3Y | +166.3% | +71.7% | +94.5% | +25.7% |
| 5Y | +208.4% | +49.5% | +158.9% | +77.4% |
| 10Y | +371.2% | +145.6% | +225.6% | +65.5% |
| All | +371.2% | +147.4% | +223.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling