+13.6%
BND vs VSH
+31.2%
-17.6%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | -0.1% |
| 7D | -1.4% | +14.3% | -15.8% | -1.6% |
| 30D | +0.6% | -7.9% | +8.4% | +0.6% |
| 3M | -1.6% | -19.9% | +18.2% | -1.4% |
| 6M | -1.5% | -30.5% | +29.0% | -1.4% |
| YTD | -1.5% | +85.7% | -87.1% | -2.8% |
| 1Y | -1.1% | +98.9% | -100.0% | -2.6% |
| 3Y | +13.6% | +32.1% | -18.5% | +13.1% |
| All | +13.6% | +31.2% | -17.6% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling