+24.3%
VTV vs USFD
+49.6%
-25.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | 0.0% | +8.4% | -8.3% | -0.7% |
| 30D | +3.2% | +12.7% | -9.5% | +2.1% |
| 3M | +1.7% | +1.1% | +0.5% | +1.4% |
| 6M | +11.0% | +30.2% | -19.1% | +8.5% |
| YTD | +21.0% | +45.8% | -24.8% | +16.6% |
| 1Y | +24.3% | +51.9% | -27.7% | +19.2% |
| All | +24.3% | +49.6% | -25.3% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling