+25.7%
ODFL vs VNQ
+9.6%
+16.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.7% |
| 7D | -6.3% | -1.3% | -5.0% | -5.1% |
| 30D | -13.6% | -2.9% | -10.7% | -11.1% |
| 3M | -24.2% | +0.8% | -25.0% | -24.8% |
| 6M | -13.8% | +2.5% | -16.3% | -15.9% |
| YTD | +19.0% | +10.6% | +8.4% | +7.8% |
| 1Y | +25.7% | +9.1% | +16.6% | +12.8% |
| All | +25.7% | +9.6% | +16.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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