+317.7%
USFD vs VRSN
+251.1%
+66.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +3.5% | -0.2% | +3.7% | +3.5% |
| 3M | +26.6% | -0.3% | +26.9% | +25.9% |
| 6M | +11.7% | +23.0% | -11.3% | +1.6% |
| YTD | +38.1% | +21.3% | +16.8% | +25.6% |
| 1Y | +33.4% | +6.7% | +26.7% | +27.6% |
| 3Y | +155.8% | +45.0% | +110.9% | +110.8% |
| 5Y | +214.0% | +35.0% | +179.0% | +160.9% |
| 10Y | +320.4% | +276.3% | +44.0% | +183.9% |
| All | +317.7% | +251.1% | +66.5% | +175.3% |
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