+2,486.9%
VRT vs ODFL
+290.5%
+2,196.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.8% |
| 7D | -8.4% | -3.3% | -5.1% | -7.0% |
| 30D | -10.9% | -15.3% | +4.4% | -4.5% |
| 3M | -13.7% | -27.3% | +13.6% | -2.1% |
| 6M | -4.1% | -4.5% | +0.4% | -3.7% |
| YTD | +58.7% | +15.1% | +43.6% | +44.9% |
| 1Y | +89.6% | +21.1% | +68.5% | +67.8% |
| 3Y | +558.1% | -14.1% | +572.2% | +553.5% |
| 5Y | +953.0% | +26.6% | +926.4% | +744.3% |
| All | +2,486.9% | +290.5% | +2,196.4% | +1,441.2% |
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