+329.7%
USFD vs VRSN
+274.2%
+55.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | +0.4% |
| 7D | -3.3% | -2.1% | -1.2% | -2.6% |
| 30D | -5.3% | -3.9% | -1.4% | -4.0% |
| 3M | +18.8% | -0.1% | +18.9% | +18.1% |
| 6M | +14.3% | +16.4% | -2.1% | +5.9% |
| YTD | +36.9% | +17.2% | +19.6% | +25.7% |
| 1Y | +31.7% | +1.0% | +30.7% | +28.6% |
| 3Y | +164.5% | +39.1% | +125.4% | +120.1% |
| 5Y | +212.6% | +29.0% | +183.6% | +162.7% |
| 10Y | +329.7% | +275.8% | +53.9% | +180.0% |
| All | +329.7% | +274.2% | +55.5% | +180.0% |
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