+6.8%
VRT vs USFD
+49.7%
-42.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.6% | +9.7% |
| 7D | -10.6% | +3.9% | -14.5% | -9.8% |
| 30D | -17.4% | +12.8% | -30.3% | -17.2% |
| 3M | -26.4% | +1.0% | -27.4% | -25.9% |
| 6M | -41.0% | +30.3% | -71.3% | -42.7% |
| YTD | +23.8% | +46.0% | -22.1% | +11.6% |
| All | +6.8% | +49.7% | -42.9% | -6.3% |
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