+12.8%
VG vs USFD
+34.2%
-21.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.5% |
| 7D | +1.7% | -3.0% | +4.7% | +0.9% |
| 30D | +16.0% | +3.5% | +12.5% | +16.9% |
| 3M | +9.7% | +26.6% | -16.8% | +17.8% |
| 6M | +29.6% | +11.7% | +17.9% | +36.2% |
| YTD | +112.0% | +38.1% | +73.9% | +124.7% |
| 1Y | +12.8% | +33.4% | -20.6% | +12.9% |
| All | +12.8% | +34.2% | -21.4% | +12.9% |
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