+24.2%
ODFL vs VSH
+109.0%
-84.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.6% |
| 7D | -2.8% | +3.1% | -5.9% | -3.2% |
| 30D | -13.7% | -5.7% | -7.9% | -13.1% |
| 3M | -23.4% | -42.5% | +19.1% | -17.4% |
| 6M | -7.2% | +82.7% | -89.8% | -26.0% |
| YTD | +15.6% | +118.2% | -102.6% | -15.2% |
| 1Y | +24.2% | +109.7% | -85.5% | -10.6% |
| All | +24.2% | +109.0% | -84.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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