+302.0%
TRV vs ODFL
+742.1%
-440.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +1.9% | -3.3% | +5.2% | +2.7% |
| 30D | +1.7% | -15.3% | +17.0% | +5.3% |
| 3M | +23.9% | -27.3% | +51.2% | +32.4% |
| 6M | +26.3% | -4.5% | +30.8% | +26.4% |
| YTD | +30.8% | +15.1% | +15.7% | +24.7% |
| 1Y | +36.3% | +21.1% | +15.2% | +28.0% |
| 3Y | +145.0% | -14.1% | +159.1% | +142.6% |
| 5Y | +163.9% | +26.6% | +137.3% | +123.9% |
| All | +302.0% | +742.1% | -440.1% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 10y: compounded portfolio wealth divided by compounded ODFL 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…
10y analysis · Full analysis span regression · 6 months rolling