+376.6%
USFD price history and return analytics
+217.6%
+158.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +8.4% | -0.1% | +8.5% | +8.6% |
| 30D | +12.7% | -3.1% | +15.8% | +17.0% |
| 3M | +1.1% | -3.5% | +4.6% | +5.4% |
| 6M | +30.2% | +0.5% | +29.7% | +27.7% |
| YTD | +45.8% | +10.8% | +35.1% | +25.3% |
| 1Y | +51.9% | +11.9% | +40.0% | +28.8% |
| 3Y | +158.5% | +73.0% | +85.5% | +20.2% |
| 5Y | +208.0% | +58.6% | +149.4% | +63.4% |
| 10Y | +376.6% | +219.2% | +157.4% | +21.2% |
| All | +376.6% | +217.6% | +158.9% | +21.2% |
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