-0.4%
ODFL price history and return analytics
+57.0%
-57.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | +5.8% | +2.4% | +3.5% | +2.9% |
| 30D | -5.3% | -1.5% | -3.8% | -3.7% |
| 3M | -19.0% | -4.1% | -14.8% | -14.9% |
| 6M | -7.5% | +0.6% | -8.0% | -8.7% |
| YTD | +11.8% | +11.0% | +0.7% | -2.5% |
| 1Y | +29.7% | +13.3% | +16.3% | +10.2% |
| 3Y | -9.1% | +73.4% | -82.5% | -54.8% |
| All | -0.4% | +57.0% | -57.4% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling