+329.7%
USFD vs VEU
+149.3%
+180.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.4% |
| 7D | -3.3% | +1.7% | -5.0% | -5.2% |
| 30D | -5.3% | +1.0% | -6.3% | -6.5% |
| 3M | +18.8% | +5.6% | +13.2% | +10.3% |
| 6M | +14.3% | +13.7% | +0.6% | -4.2% |
| YTD | +36.9% | +17.7% | +19.2% | +9.4% |
| 1Y | +31.7% | +25.8% | +5.9% | -3.4% |
| 3Y | +164.5% | +77.1% | +87.4% | +21.6% |
| 5Y | +212.6% | +57.1% | +155.4% | +70.5% |
| 10Y | +329.7% | +149.8% | +179.9% | +40.9% |
| All | +329.7% | +149.3% | +180.5% | +40.9% |
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