+376.6%
USFD vs VRSN
+285.2%
+91.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | +8.4% | -0.9% | +9.3% | +8.8% |
| 30D | +12.7% | +2.4% | +10.3% | +11.7% |
| 3M | +1.1% | +6.4% | -5.2% | -1.5% |
| 6M | +30.2% | +8.6% | +21.6% | +24.8% |
| YTD | +45.8% | +29.3% | +16.6% | +28.8% |
| 1Y | +51.9% | +27.2% | +24.7% | +35.0% |
| 3Y | +158.5% | +52.8% | +105.6% | +107.2% |
| 5Y | +208.0% | +36.7% | +171.3% | +153.3% |
| 10Y | +376.6% | +290.8% | +85.7% | +210.5% |
| All | +376.6% | +285.2% | +91.4% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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