+37.6%
VGT vs USFD
+24.9%
+12.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.3% | -0.4% |
| 7D | +1.5% | -7.0% | +8.5% | +1.1% |
| 30D | +0.5% | -10.3% | +10.8% | -0.1% |
| 3M | +5.3% | +9.2% | -3.9% | +5.4% |
| 6M | +32.4% | +7.4% | +25.0% | +33.0% |
| YTD | +28.6% | +29.4% | -0.8% | +26.4% |
| 1Y | +37.6% | +24.8% | +12.8% | +33.2% |
| All | +37.6% | +24.9% | +12.8% | +33.2% |
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