+1,484.1%
VTR vs ODFL
+32,325.0%
-30,840.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.3% |
| 7D | -1.8% | -2.8% | +1.0% | -1.3% |
| 30D | +4.0% | -13.7% | +17.7% | +6.6% |
| 3M | +7.8% | -23.4% | +31.2% | +12.7% |
| 6M | +6.4% | -7.2% | +13.5% | +7.0% |
| YTD | +18.3% | +15.6% | +2.7% | +14.1% |
| 1Y | +33.9% | +24.2% | +9.8% | +27.1% |
| 3Y | +134.3% | -12.8% | +147.1% | +131.3% |
| 5Y | +90.3% | +27.1% | +63.1% | +72.6% |
| 10Y | +100.1% | +739.9% | -639.8% | +31.2% |
| All | +1,484.1% | +32,325.0% | -30,840.9% | +731.5% |
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