+2,826.7%
VRT vs ODFL
+306.1%
+2,520.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.4% |
| 7D | +13.6% | +0.2% | +13.5% | +13.5% |
| 30D | +6.8% | -13.4% | +20.2% | +13.2% |
| 3M | -3.2% | -24.2% | +21.0% | +7.8% |
| 6M | +20.3% | -3.3% | +23.7% | +20.1% |
| YTD | +79.6% | +19.8% | +59.8% | +61.1% |
| 1Y | +139.0% | +24.5% | +114.5% | +108.7% |
| 3Y | +644.6% | -9.6% | +654.2% | +622.5% |
| 5Y | +1,024.4% | +28.0% | +996.3% | +794.8% |
| All | +2,826.7% | +306.1% | +2,520.5% | +1,613.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling