+340.6%
USFD vs VOO
+332.0%
+8.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.5% |
| 7D | -0.2% | -0.9% | +0.7% | +0.8% |
| 30D | +12.3% | -2.3% | +14.7% | +15.2% |
| 3M | -0.7% | -1.2% | +0.5% | +0.4% |
| 6M | +31.3% | +3.3% | +27.9% | +25.3% |
| YTD | +45.7% | +12.3% | +33.4% | +25.7% |
| 1Y | +52.1% | +12.5% | +39.6% | +31.0% |
| 3Y | +158.2% | +79.2% | +79.1% | +25.8% |
| 5Y | +213.8% | +75.7% | +138.1% | +57.4% |
| 10Y | +367.0% | +313.7% | +53.3% | +10.4% |
| All | +340.6% | +332.0% | +8.6% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling