+719.8%
ODFL vs VCLT
+17.1%
+702.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -3.3% | -1.4% | -1.9% | -2.7% |
| 30D | -15.3% | -1.2% | -14.1% | -14.8% |
| 3M | -27.3% | -4.8% | -22.5% | -25.7% |
| 6M | -4.5% | -2.6% | -1.9% | -3.3% |
| YTD | +15.1% | -3.3% | +18.5% | +17.1% |
| 1Y | +21.1% | -4.8% | +25.9% | +24.0% |
| 3Y | -14.1% | +11.5% | -25.6% | -18.2% |
| 5Y | +26.6% | -17.0% | +43.6% | +32.6% |
| All | +719.8% | +17.1% | +702.7% | +766.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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