+315.7%
USFD vs VSAT
-3.0%
+318.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.9% | +1.5% | -4.2% |
| 7D | -7.0% | +3.5% | -10.5% | -7.6% |
| 30D | -10.3% | -14.7% | +4.4% | -7.8% |
| 3M | +9.2% | +13.2% | -4.0% | +4.2% |
| 6M | +7.4% | +57.4% | -50.0% | -6.0% |
| YTD | +29.4% | +110.0% | -80.6% | +5.4% |
| 1Y | +24.8% | +134.4% | -109.6% | -2.4% |
| 3Y | +150.0% | +203.5% | -53.5% | +55.0% |
| 5Y | +195.5% | +47.1% | +148.3% | +107.2% |
| 10Y | +315.7% | +0.4% | +315.4% | +170.6% |
| All | +315.7% | -3.0% | +318.8% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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