+341.3%
USFD vs VRSN
+267.7%
+73.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.4% |
| 7D | +3.9% | -0.8% | +4.7% | +4.2% |
| 30D | +12.8% | +0.7% | +12.1% | +12.5% |
| 3M | +1.0% | +4.1% | -3.2% | -0.8% |
| 6M | +30.3% | +6.7% | +23.5% | +25.9% |
| YTD | +46.0% | +27.1% | +18.9% | +30.3% |
| 1Y | +49.6% | +28.0% | +21.6% | +33.0% |
| 3Y | +166.3% | +52.6% | +113.7% | +115.2% |
| 5Y | +208.4% | +33.3% | +175.1% | +158.0% |
| 10Y | +371.2% | +279.5% | +91.7% | +213.8% |
| All | +341.3% | +267.7% | +73.7% | +185.6% |
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