+31.7%
USFD vs VIK
+39.1%
-7.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.6% | -1.3% |
| 7D | -3.3% | +3.6% | -6.9% | -3.8% |
| 30D | -5.3% | -16.7% | +11.4% | -3.1% |
| 3M | +18.8% | -1.1% | +19.9% | +18.3% |
| 6M | +14.3% | +27.8% | -13.5% | +10.4% |
| YTD | +36.9% | +23.3% | +13.5% | +31.5% |
| 1Y | +31.7% | +38.2% | -6.5% | +23.7% |
| All | +31.7% | +39.1% | -7.4% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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