+471.3%
VRTX vs USFD
+322.6%
+148.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -2.1% |
| 7D | +0.8% | -3.0% | +3.8% | +1.2% |
| 30D | +12.6% | +3.5% | +9.1% | +12.1% |
| 3M | +23.6% | +26.6% | -2.9% | +19.8% |
| 6M | +14.3% | +11.7% | +2.6% | +12.5% |
| YTD | +20.5% | +38.1% | -17.7% | +15.1% |
| 1Y | +37.6% | +33.4% | +4.2% | +31.9% |
| 3Y | +55.5% | +155.8% | -100.3% | +36.7% |
| 5Y | +175.7% | +214.0% | -38.3% | +133.5% |
| All | +471.3% | +322.6% | +148.7% | +337.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling