+137.9%
VGT vs ODFL
+25.4%
+112.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -0.2% | -3.3% | +3.1% | +0.9% |
| 30D | -0.4% | -15.3% | +14.8% | +5.1% |
| 3M | +4.4% | -27.3% | +31.8% | +15.6% |
| 6M | +32.1% | -4.5% | +36.6% | +32.3% |
| YTD | +28.8% | +15.1% | +13.6% | +19.2% |
| 1Y | +35.3% | +21.1% | +14.3% | +22.3% |
| 3Y | +124.8% | -14.1% | +138.9% | +122.3% |
| All | +137.9% | +25.4% | +112.5% | +81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling