+348.0%
VT vs ODFL
+3,962.7%
-3,614.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -2.5% |
| 7D | -4.2% | -1.0% | -3.1% | -3.8% |
| 30D | -5.8% | -4.2% | -1.6% | -4.7% |
| 3M | -5.2% | -20.7% | +15.5% | +1.7% |
| 6M | +0.1% | -12.8% | +12.9% | +3.5% |
| YTD | +8.2% | +9.2% | -1.0% | +2.6% |
| 1Y | +10.1% | +21.9% | -11.8% | +0.3% |
| 3Y | +69.7% | -11.5% | +81.2% | +65.0% |
| 5Y | +53.4% | +0.3% | +53.0% | +37.6% |
| 10Y | +219.2% | +631.8% | -412.6% | +36.5% |
| All | +348.0% | +3,962.7% | -3,614.6% | -9.1% |
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