+397.6%
VRT vs ODFL
-10.6%
+408.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +18.6% | +0.6% | +18.0% | +18.5% |
| 30D | -11.7% | -6.3% | -5.4% | -10.6% |
| 3M | -27.3% | -19.1% | -8.2% | -23.6% |
| 6M | -42.9% | -9.9% | -32.9% | -42.1% |
| YTD | +29.5% | +9.9% | +19.5% | +22.6% |
| 1Y | +21.0% | +24.4% | -3.3% | +10.2% |
| All | +397.6% | -10.6% | +408.3% | +377.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling