-32.5%
VRSK vs USFD
+23.2%
-55.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | -7.7% | -8.0% | +0.3% | -7.3% |
| 30D | -2.8% | -13.1% | +10.3% | -2.1% |
| 3M | -3.7% | +6.5% | -10.2% | -3.4% |
| 6M | -12.8% | +5.7% | -18.5% | -12.4% |
| YTD | -21.0% | +27.5% | -48.5% | -22.6% |
| 1Y | -32.5% | +23.4% | -55.9% | -30.9% |
| All | -32.5% | +23.2% | -55.6% | -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