+28.1%
ODFL vs VO
+41.5%
-13.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -1.7% |
| 7D | -3.0% | -0.6% | -2.4% | -2.3% |
| 30D | -14.3% | -1.9% | -12.3% | -12.1% |
| 3M | -26.7% | +3.3% | -30.0% | -29.5% |
| 6M | -7.5% | +9.7% | -17.2% | -17.3% |
| YTD | +16.5% | +12.6% | +3.9% | +1.3% |
| 1Y | +23.5% | +13.6% | +9.9% | +6.3% |
| 3Y | -12.1% | +56.8% | -68.9% | -47.6% |
| All | +28.1% | +41.5% | -13.4% | -15.3% |
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