+27.4%
VRTX vs USFD
+51.3%
-23.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -0.4% | -0.2% | -0.2% | -0.3% |
| 30D | +7.9% | +12.3% | -4.4% | +5.9% |
| 3M | +3.3% | -0.7% | +4.0% | +3.1% |
| 6M | +25.7% | +31.3% | -5.6% | +22.0% |
| YTD | +20.7% | +45.7% | -25.1% | +21.7% |
| 1Y | +27.4% | +52.1% | -24.7% | +29.0% |
| All | +27.4% | +51.3% | -23.8% | +29.0% |
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 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