+362.2%
USFD vs VRSN
+287.3%
+74.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +3.0% | +0.5% | +2.5% | +2.8% |
| 30D | +11.1% | +4.9% | +6.1% | +9.0% |
| 3M | -0.3% | +5.8% | -6.1% | -2.7% |
| 6M | +15.9% | +12.6% | +3.3% | +9.4% |
| YTD | +41.6% | +28.2% | +13.4% | +25.5% |
| 1Y | +49.4% | +30.4% | +19.0% | +31.2% |
| 3Y | +157.8% | +54.6% | +103.3% | +105.5% |
| 5Y | +176.6% | +35.1% | +141.6% | +128.6% |
| All | +362.2% | +287.3% | +74.9% | +202.8% |
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