+25.7%
ODFL vs IVZ
+56.4%
-30.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -6.3% | +0.6% | -6.9% | -6.5% |
| 30D | -13.6% | +4.0% | -17.6% | -14.8% |
| 3M | -24.2% | +18.2% | -42.4% | -28.8% |
| 6M | -13.8% | +32.8% | -46.6% | -23.5% |
| YTD | +19.0% | +28.7% | -9.7% | +7.1% |
| 1Y | +25.7% | +55.4% | -29.7% | +6.7% |
| All | +25.7% | +56.4% | -30.8% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling