+379.7%
VRT vs USFD
+156.3%
+223.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.7% |
| 7D | +10.5% | +1.7% | +8.8% | +9.8% |
| 30D | -9.3% | +10.2% | -19.5% | -13.8% |
| 3M | -29.6% | -1.5% | -28.1% | -29.3% |
| 6M | -45.4% | +27.3% | -72.7% | -53.2% |
| YTD | +24.8% | +44.0% | -19.2% | -5.6% |
| 1Y | +23.6% | +50.4% | -26.7% | -10.1% |
| 3Y | +379.7% | +153.6% | +226.1% | +147.0% |
| All | +379.7% | +156.3% | +223.4% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling