+15.5%
BND vs VLTO
+56.3%
-40.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -0.1% | +1.6% | -1.7% | -0.1% |
| 30D | +1.3% | +22.0% | -20.7% | +0.6% |
| 3M | -0.7% | +21.9% | -22.6% | -1.4% |
| 6M | -1.6% | +36.5% | -38.1% | -2.6% |
| YTD | -1.0% | +19.0% | -20.0% | -1.6% |
| 1Y | -0.7% | +21.0% | -21.7% | -1.3% |
| 3Y | +14.1% | +69.9% | -55.8% | +13.2% |
| All | +15.5% | +56.3% | -40.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling