+322.1%
IVV vs ODFL
+716.5%
-394.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.4% |
| 7D | -0.4% | -3.0% | +2.7% | +0.6% |
| 30D | -1.4% | -14.3% | +12.9% | +3.4% |
| 3M | +3.7% | -26.7% | +30.4% | +13.8% |
| 6M | +13.0% | -7.5% | +20.5% | +14.4% |
| YTD | +12.4% | +16.5% | -4.1% | +4.5% |
| 1Y | +18.6% | +23.5% | -4.9% | +7.4% |
| 3Y | +78.1% | -12.1% | +90.2% | +74.2% |
| 5Y | +82.3% | +28.9% | +53.4% | +46.9% |
| 10Y | +322.1% | +746.5% | -424.4% | +76.6% |
| All | +322.1% | +716.5% | -394.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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