+16.3%
BND vs VLTO
+56.1%
-39.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | +0.4% | +2.0% | -1.6% | +0.3% |
| 30D | +2.0% | +21.8% | -19.8% | +1.3% |
| 3M | -0.4% | +20.2% | -20.6% | -1.0% |
| 6M | -0.9% | +36.3% | -37.3% | -1.9% |
| YTD | -0.3% | +18.8% | -19.2% | -0.9% |
| 1Y | 0.0% | +20.4% | -20.4% | -0.7% |
| 3Y | +15.1% | +71.9% | -56.8% | +14.2% |
| All | +16.3% | +56.1% | -39.8% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling