+74.7%
BND vs ITOT
+626.4%
-551.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.9% |
| 30D | -1.0% | -2.0% | +1.0% | -1.0% |
| 3M | -1.2% | +4.5% | -5.8% | -1.2% |
| 6M | -2.0% | +12.6% | -14.6% | -2.0% |
| YTD | -1.2% | +12.0% | -13.2% | -1.1% |
| 1Y | -0.5% | +17.3% | -17.7% | -0.4% |
| 3Y | +12.4% | +75.2% | -62.8% | +12.8% |
| 5Y | -2.5% | +74.0% | -76.5% | -2.2% |
| 10Y | +15.0% | +298.6% | -283.6% | +18.5% |
| All | +74.7% | +626.4% | -551.7% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded ITOT 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling