+6,502.2%
ODFL vs VNQ
+386.3%
+6,115.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.9% |
| 7D | -3.3% | -1.3% | -2.0% | -2.5% |
| 30D | -15.3% | -2.6% | -12.7% | -13.9% |
| 3M | -27.3% | -2.0% | -25.3% | -26.3% |
| 6M | -4.5% | +4.3% | -8.8% | -7.1% |
| YTD | +15.1% | +9.2% | +5.9% | +9.0% |
| 1Y | +21.1% | +5.6% | +15.5% | +17.1% |
| 3Y | -14.1% | +30.8% | -45.0% | -27.7% |
| 5Y | +26.6% | +8.0% | +18.6% | +21.3% |
| 10Y | +736.4% | +63.7% | +672.7% | +493.1% |
| All | +6,502.2% | +386.3% | +6,115.9% | +1,953.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling