+87.0%
VTRS vs USFD
+149.2%
-62.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | +0.4% |
| 7D | -3.5% | -7.0% | +3.6% | -2.1% |
| 30D | +2.1% | -10.3% | +12.4% | +4.3% |
| 3M | +2.6% | +9.2% | -6.6% | +0.1% |
| 6M | +17.8% | +7.4% | +10.4% | +14.9% |
| YTD | +35.7% | +29.4% | +6.3% | +24.2% |
| 1Y | +63.5% | +24.8% | +38.7% | +51.0% |
| All | +87.0% | +149.2% | -62.2% | +33.6% |
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 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