+33.4%
USFD vs VTEB
+3.1%
+30.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.0% | -0.8% | -2.2% | -1.8% |
| 30D | +3.5% | -1.3% | +4.9% | +5.9% |
| 3M | +26.6% | -2.1% | +28.7% | +31.4% |
| 6M | +11.7% | -1.7% | +13.4% | +15.8% |
| YTD | +38.1% | -0.6% | +38.7% | +43.5% |
| 1Y | +33.4% | +3.1% | +30.3% | +32.5% |
| All | +33.4% | +3.1% | +30.2% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling