+340.6%
USFD vs VRSN
+277.6%
+63.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.4% |
| 7D | -0.2% | -1.2% | +1.1% | +0.3% |
| 30D | +12.3% | +3.8% | +8.6% | +10.8% |
| 3M | -0.7% | +9.5% | -10.2% | -4.2% |
| 6M | +31.3% | +10.3% | +21.0% | +25.3% |
| YTD | +45.7% | +30.5% | +15.2% | +28.8% |
| 1Y | +52.1% | +27.9% | +24.3% | +35.5% |
| 3Y | +158.2% | +54.3% | +103.9% | +108.1% |
| 5Y | +213.8% | +37.2% | +176.6% | +159.8% |
| 10Y | +367.0% | +293.1% | +74.0% | +207.7% |
| All | +340.6% | +277.6% | +63.0% | +182.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling