-9.5%
VMC vs USFD
+34.2%
-43.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -4.3% | -3.0% | -1.3% | -3.6% |
| 30D | -8.2% | +3.5% | -11.8% | -9.2% |
| 3M | -7.0% | +26.6% | -33.6% | -13.1% |
| 6M | -10.8% | +11.7% | -22.5% | -13.8% |
| YTD | -7.4% | +38.1% | -45.5% | -12.6% |
| 1Y | -9.5% | +33.4% | -42.9% | -11.6% |
| All | -9.5% | +34.2% | -43.7% | -11.6% |
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