+45.0%
VFC vs USFD
+49.6%
-4.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +3.5% | +8.4% | -4.9% | +2.0% |
| 30D | +38.3% | +12.7% | +25.5% | +35.4% |
| 3M | +40.2% | +1.1% | +39.0% | +39.0% |
| 6M | +10.6% | +30.2% | -19.5% | +5.0% |
| YTD | +16.7% | +45.8% | -29.1% | +6.8% |
| 1Y | +45.0% | +51.9% | -6.9% | +30.9% |
| All | +45.0% | +49.6% | -4.6% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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