-2.1%
BND vs VFC
-78.7%
+76.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.2% |
| 7D | -0.1% | -2.3% | +2.2% | -0.1% |
| 30D | -0.2% | -13.4% | +13.1% | 0.0% |
| 3M | -0.7% | -23.7% | +23.0% | -0.3% |
| 6M | -1.7% | -24.5% | +22.8% | -1.3% |
| YTD | -0.5% | -27.8% | +27.3% | -0.1% |
| 1Y | +0.4% | -13.5% | +13.8% | +0.4% |
| 3Y | +13.1% | -27.1% | +40.3% | +12.6% |
| 5Y | -2.1% | -79.0% | +76.9% | -1.8% |
| All | -2.1% | -78.7% | +76.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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