-2.5%
BND vs VIG
+61.5%
-63.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | -0.9% | -2.2% | +1.3% | -0.7% |
| 30D | -1.0% | -3.2% | +2.3% | -0.6% |
| 3M | -1.2% | +3.0% | -4.3% | -1.5% |
| 6M | -2.0% | +8.1% | -10.1% | -2.8% |
| YTD | -1.2% | +9.1% | -10.2% | -2.0% |
| 1Y | -0.5% | +12.6% | -13.0% | -1.6% |
| 3Y | +12.4% | +55.4% | -43.0% | +7.3% |
| 5Y | -2.5% | +62.8% | -65.3% | -7.9% |
| All | -2.5% | +61.5% | -63.9% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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