-2.7%
BND vs VNQ
+7.0%
-9.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.9% |
| 30D | -1.1% | -2.6% | +1.5% | -0.8% |
| 3M | -1.9% | -2.0% | +0.2% | -1.6% |
| 6M | -1.6% | +4.3% | -6.0% | -2.2% |
| YTD | -1.2% | +9.2% | -10.5% | -2.4% |
| 1Y | -0.7% | +5.6% | -6.4% | -1.5% |
| 3Y | +12.5% | +30.8% | -18.3% | +8.2% |
| All | -2.7% | +7.0% | -9.7% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling