+513.4%
VRTX vs USFD
+339.9%
+173.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -2.1% | +3.0% | -5.1% | -2.5% |
| 30D | +8.2% | +11.1% | -2.9% | +6.7% |
| 3M | +13.0% | -0.3% | +13.3% | +13.0% |
| 6M | +27.9% | +15.9% | +12.0% | +25.2% |
| YTD | +20.7% | +41.6% | -20.9% | +14.8% |
| 1Y | +31.4% | +49.4% | -18.0% | +24.0% |
| 3Y | +41.8% | +157.8% | -116.0% | +24.4% |
| 5Y | +183.7% | +176.6% | +7.1% | +143.5% |
| 10Y | +592.9% | +375.4% | +217.5% | +430.0% |
| All | +513.4% | +339.9% | +173.5% | +365.9% |
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