+508.3%
VRTX vs USFD
+340.6%
+167.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | +0.5% | +3.9% | -3.5% | -0.1% |
| 30D | +8.0% | +10.7% | -2.7% | +6.5% |
| 3M | +11.9% | +6.3% | +5.6% | +10.9% |
| 6M | +27.8% | +16.2% | +11.6% | +25.1% |
| YTD | +19.7% | +41.9% | -22.2% | +13.8% |
| 1Y | +30.1% | +44.2% | -14.1% | +23.4% |
| 3Y | +44.2% | +159.8% | -115.6% | +26.4% |
| 5Y | +181.3% | +177.1% | +4.2% | +141.4% |
| 10Y | +587.1% | +376.2% | +210.9% | +425.5% |
| All | +508.3% | +340.6% | +167.6% | +361.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling