-0.4%
ODFL vs VO
+36.2%
-36.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | +3.1% | +2.7% | +1.9% |
| 30D | -5.3% | +2.2% | -7.5% | -7.8% |
| 3M | -19.0% | -2.5% | -16.5% | -16.3% |
| 6M | -7.5% | +7.0% | -14.4% | -14.8% |
| YTD | +11.8% | +14.0% | -2.2% | -4.4% |
| 1Y | +29.7% | +15.6% | +14.0% | +9.2% |
| 3Y | -9.1% | +66.2% | -75.3% | -49.5% |
| All | -0.4% | +36.2% | -36.6% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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