+88.7%
VTR vs USFD
+214.9%
-126.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -2.4% | -3.3% | +1.0% | -1.6% |
| 30D | -3.7% | -5.3% | +1.6% | -2.5% |
| 3M | +13.5% | +18.8% | -5.2% | +8.5% |
| 6M | +7.2% | +14.3% | -7.1% | +3.2% |
| YTD | +17.6% | +36.9% | -19.3% | +7.2% |
| 1Y | +35.4% | +31.7% | +3.7% | +24.5% |
| 3Y | +132.8% | +164.5% | -31.6% | +70.2% |
| 5Y | +88.7% | +212.6% | -123.9% | +25.6% |
| All | +88.7% | +214.9% | -126.2% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling