+588.7%
VLO vs ODFL
+25.4%
+563.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +5.3% | -3.3% | +8.6% | +6.0% |
| 30D | +18.2% | -15.3% | +33.5% | +22.2% |
| 3M | +53.3% | -27.3% | +80.7% | +63.2% |
| 6M | +70.4% | -4.5% | +74.9% | +69.8% |
| YTD | +143.4% | +15.1% | +128.2% | +131.2% |
| 1Y | +153.0% | +21.1% | +131.9% | +136.4% |
| 3Y | +195.0% | -14.1% | +209.1% | +191.6% |
| All | +588.7% | +25.4% | +563.3% | +571.9% |
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