+12.5%
BND vs VNQ
+30.7%
-18.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.8% |
| 30D | -1.1% | -2.6% | +1.5% | -0.7% |
| 3M | -1.9% | -2.0% | +0.2% | -1.6% |
| 6M | -1.6% | +4.3% | -6.0% | -2.3% |
| YTD | -1.2% | +9.2% | -10.5% | -2.6% |
| 1Y | -0.7% | +5.6% | -6.4% | -1.7% |
| 3Y | +12.5% | +30.8% | -18.3% | +6.4% |
| All | +12.5% | +30.7% | -18.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling