+27.1%
ODFL vs VEU
+53.0%
-25.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | +0.4% |
| 7D | -2.8% | -1.9% | -0.9% | -1.0% |
| 30D | -13.7% | -0.7% | -12.9% | -13.0% |
| 3M | -23.4% | +4.9% | -28.2% | -27.2% |
| 6M | -7.2% | +9.8% | -17.0% | -16.2% |
| YTD | +15.6% | +15.3% | +0.3% | -0.9% |
| 1Y | +24.2% | +23.0% | +1.1% | -0.4% |
| 3Y | -12.8% | +73.5% | -86.3% | -51.7% |
| 5Y | +27.1% | +54.5% | -27.4% | -24.2% |
| All | +27.1% | +53.0% | -25.9% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling