+49.8%
USFD vs VLTO
+18.3%
+31.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.4% |
| 7D | +7.8% | +13.8% | -6.0% | +6.1% |
| 30D | +16.2% | +21.2% | -5.0% | +13.5% |
| 3M | +11.0% | +21.5% | -10.5% | +8.4% |
| 6M | +20.7% | +33.0% | -12.3% | +17.5% |
| YTD | +46.0% | +17.8% | +28.2% | +41.1% |
| 1Y | +49.8% | +18.1% | +31.7% | +44.5% |
| All | +49.8% | +18.3% | +31.5% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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