+746.5%
ODFL vs OVV
+55.1%
+691.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.8% |
| 7D | -3.0% | -3.8% | +0.8% | -2.5% |
| 30D | -14.3% | +1.3% | -15.5% | -14.4% |
| 3M | -26.7% | +14.3% | -41.1% | -28.3% |
| 6M | -7.5% | +21.1% | -28.6% | -10.7% |
| YTD | +16.5% | +66.0% | -49.5% | +7.2% |
| 1Y | +23.5% | +59.3% | -35.8% | +14.1% |
| 3Y | -12.1% | +47.6% | -59.6% | -18.9% |
| 5Y | +28.9% | +162.0% | -133.0% | +8.3% |
| 10Y | +746.5% | +56.5% | +690.0% | +565.4% |
| All | +746.5% | +55.1% | +691.3% | +565.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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