+157.8%
USFD vs VSAT
+225.8%
-67.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.7% | -7.9% | -0.5% |
| 7D | +3.0% | -17.0% | +19.9% | +3.7% |
| 30D | +11.1% | -9.8% | +20.8% | +11.3% |
| 3M | -0.3% | -22.0% | +21.7% | +0.6% |
| 6M | +15.9% | -5.0% | +20.9% | +14.8% |
| YTD | +41.6% | +85.6% | -44.0% | +34.6% |
| 1Y | +49.4% | +80.2% | -30.8% | +42.0% |
| 3Y | +157.8% | +250.0% | -92.2% | +127.5% |
| All | +157.8% | +225.8% | -67.9% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling