+99.9%
VLO vs USFD
+49.6%
+50.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.5% | +8.4% | -17.9% | -7.7% |
| 30D | -19.1% | +12.7% | -31.9% | -16.9% |
| 3M | +11.4% | +1.1% | +10.2% | +12.5% |
| 6M | +46.7% | +30.2% | +16.6% | +54.6% |
| YTD | +118.6% | +45.8% | +72.8% | +121.1% |
| 1Y | +99.9% | +51.9% | +47.9% | +100.8% |
| All | +99.9% | +49.6% | +50.3% | +100.8% |
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