+74.7%
BND vs VNQ
+163.2%
-88.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.6% |
| 7D | -0.9% | -2.6% | +1.7% | -0.9% |
| 30D | -1.0% | -2.3% | +1.4% | -0.9% |
| 3M | -1.2% | -2.8% | +1.6% | -1.2% |
| 6M | -2.0% | +2.5% | -4.5% | -2.0% |
| YTD | -1.2% | +8.4% | -9.6% | -1.2% |
| 1Y | -0.5% | +6.8% | -7.2% | -0.5% |
| 3Y | +12.4% | +29.9% | -17.5% | +12.4% |
| 5Y | -2.5% | +7.2% | -9.7% | -2.7% |
| 10Y | +15.0% | +62.5% | -47.6% | +15.5% |
| All | +74.7% | +163.2% | -88.6% | +79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling