+377.4%
VT vs ODFL
+4,327.3%
-3,949.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +0.4% | -6.3% | +6.7% | +2.5% |
| 30D | +1.0% | -13.6% | +14.6% | +5.7% |
| 3M | +2.4% | -24.2% | +26.6% | +11.4% |
| 6M | +12.0% | -13.8% | +25.8% | +16.1% |
| YTD | +15.3% | +19.0% | -3.7% | +6.7% |
| 1Y | +22.6% | +25.7% | -3.1% | +10.7% |
| 3Y | +74.7% | -13.1% | +87.8% | +71.6% |
| 5Y | +66.1% | +26.7% | +39.5% | +37.7% |
| 10Y | +225.0% | +721.5% | -496.5% | +34.0% |
| All | +377.4% | +4,327.3% | -3,949.9% | -5.5% |
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