+349.1%
VT vs ODFL
+3,828.3%
-3,479.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +1.3% |
| 7D | -2.3% | -4.4% | +2.1% | -0.9% |
| 30D | -5.0% | -6.1% | +1.1% | -3.2% |
| 3M | -4.9% | -21.9% | +17.0% | +2.5% |
| 6M | -1.5% | -17.6% | +16.0% | +3.7% |
| YTD | +8.5% | +5.6% | +2.9% | +3.9% |
| 1Y | +11.4% | +20.5% | -9.1% | +1.8% |
| 3Y | +70.1% | -14.8% | +84.9% | +67.4% |
| 5Y | +53.7% | -3.0% | +56.7% | +39.4% |
| 10Y | +220.0% | +607.6% | -387.7% | +38.2% |
| All | +349.1% | +3,828.3% | -3,479.2% | -8.0% |
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