+50.4%
USFD vs VO
+14.1%
+36.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.7% | +3.1% | -1.4% | 0.0% |
| 30D | +10.2% | +2.2% | +8.0% | +9.1% |
| 3M | -1.5% | -2.5% | +1.0% | -0.7% |
| 6M | +27.3% | +7.0% | +20.4% | +23.0% |
| YTD | +44.0% | +14.0% | +30.0% | +33.9% |
| 1Y | +50.4% | +15.6% | +34.7% | +38.1% |
| All | +50.4% | +14.1% | +36.2% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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