+213.8%
USFD price history and return analytics
+59.8%
+154.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.2% |
| 7D | -0.2% | -0.7% | +0.5% | +0.5% |
| 30D | +12.3% | -1.7% | +14.1% | +14.3% |
| 3M | -0.7% | -2.3% | +1.6% | +1.5% |
| 6M | +31.3% | +1.5% | +29.7% | +28.0% |
| YTD | +45.7% | +12.0% | +33.7% | +26.9% |
| 1Y | +52.1% | +12.9% | +39.3% | +31.4% |
| 3Y | +158.2% | +74.9% | +83.3% | +30.1% |
| 5Y | +213.8% | +59.9% | +153.8% | +83.0% |
| All | +213.8% | +59.8% | +154.0% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling