+297.8%
VTI vs ODFL
+742.1%
-444.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.9% | -3.3% | +2.4% | +0.2% |
| 30D | -1.4% | -15.3% | +13.8% | +3.9% |
| 3M | +3.6% | -27.3% | +30.9% | +14.4% |
| 6M | +13.6% | -4.5% | +18.1% | +13.8% |
| YTD | +12.9% | +15.1% | -2.2% | +5.1% |
| 1Y | +17.2% | +21.1% | -3.9% | +6.6% |
| 3Y | +75.7% | -14.1% | +89.8% | +73.4% |
| 5Y | +75.4% | +26.6% | +48.8% | +42.1% |
| All | +297.8% | +742.1% | -444.4% | +66.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling