+23.6%
VRT vs USFD
+49.2%
-25.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | +10.5% | +1.7% | +8.8% | +10.6% |
| 30D | -9.3% | +10.2% | -19.5% | -9.0% |
| 3M | -29.6% | -1.5% | -28.1% | -29.2% |
| 6M | -45.4% | +27.3% | -72.7% | -46.6% |
| YTD | +24.8% | +44.0% | -19.2% | +13.9% |
| 1Y | +23.6% | +50.4% | -26.7% | +9.7% |
| All | +23.6% | +49.2% | -25.6% | +9.7% |
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