+17.5%
BND vs VO
+197.6%
-180.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.4% | +3.1% | -4.5% | -1.6% |
| 30D | +0.6% | +2.2% | -1.6% | +0.5% |
| 3M | -1.6% | -2.5% | +0.9% | -1.5% |
| 6M | -1.5% | +7.0% | -8.5% | -1.9% |
| YTD | -1.5% | +14.0% | -15.4% | -2.1% |
| 1Y | -1.1% | +15.6% | -16.7% | -1.8% |
| 3Y | +13.6% | +66.2% | -52.6% | +10.8% |
| 5Y | -1.8% | +36.6% | -38.4% | -4.0% |
| All | +17.5% | +197.6% | -180.2% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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