-0.7%
BND vs VSH
+106.8%
-107.5%
-2.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -0.9% | +3.1% | -4.0% | -0.9% |
| 30D | -1.0% | -5.7% | +4.8% | -0.9% |
| 3M | -1.2% | -42.5% | +41.2% | -0.8% |
| 6M | -2.0% | +82.7% | -84.7% | -2.4% |
| YTD | -1.2% | +118.2% | -119.4% | -1.7% |
| All | -0.7% | +106.8% | -107.5% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling