-14.1%
ODFL vs VNQ
+30.7%
-44.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -1.0% |
| 7D | -3.3% | -1.3% | -2.0% | -2.2% |
| 30D | -15.3% | -2.6% | -12.7% | -13.5% |
| 3M | -27.3% | -2.0% | -25.3% | -26.1% |
| 6M | -4.5% | +4.3% | -8.8% | -7.8% |
| YTD | +15.1% | +9.2% | +5.9% | +7.5% |
| 1Y | +21.1% | +5.6% | +15.5% | +15.9% |
| 3Y | -14.1% | +30.8% | -45.0% | -28.0% |
| All | -14.1% | +30.7% | -44.8% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling