+359.6%
USFD price history and return analytics
+224.7%
+134.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.5% |
| 7D | -0.2% | -0.7% | +0.5% | +0.6% |
| 30D | +12.3% | -1.7% | +14.1% | +14.7% |
| 3M | -0.7% | -2.3% | +1.6% | +1.9% |
| 6M | +31.3% | +1.5% | +29.7% | +27.1% |
| YTD | +45.7% | +12.0% | +33.7% | +23.4% |
| 1Y | +52.1% | +12.9% | +39.3% | +27.6% |
| 3Y | +158.2% | +74.9% | +83.3% | +18.4% |
| 5Y | +213.8% | +59.9% | +153.8% | +64.7% |
| All | +359.6% | +224.7% | +134.9% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling