+42.1%
VRTX vs USFD
+156.3%
-114.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.6% | +1.7% | -3.2% | -1.9% |
| 30D | +8.0% | +10.2% | -2.1% | +5.9% |
| 3M | +4.3% | -1.5% | +5.8% | +4.5% |
| 6M | +18.9% | +27.3% | -8.5% | +13.3% |
| YTD | +18.8% | +44.0% | -25.2% | +10.1% |
| 1Y | +24.0% | +50.4% | -26.4% | +13.6% |
| 3Y | +42.1% | +153.6% | -111.4% | +12.0% |
| All | +42.1% | +156.3% | -114.1% | +12.0% |
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