+307.4%
IVV vs ODFL
+573.4%
-266.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | -0.6% | -5.4% | +4.8% | +1.2% |
| 30D | -3.7% | -7.7% | +4.0% | -1.4% |
| 3M | -2.7% | -20.8% | +18.1% | +4.2% |
| 6M | +2.2% | -15.0% | +17.3% | +6.4% |
| YTD | +10.9% | +7.6% | +3.3% | +5.3% |
| 1Y | +11.3% | +22.7% | -11.4% | +0.7% |
| 3Y | +76.9% | -12.9% | +89.8% | +72.4% |
| 5Y | +73.5% | -0.1% | +73.5% | +53.7% |
| 10Y | +307.4% | +550.4% | -243.0% | +86.6% |
| All | +307.4% | +573.4% | -266.0% | +86.6% |
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