+12.5%
BND vs VTR
+132.9%
-120.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -1.0% | -0.3% | -0.7% | -1.0% |
| 30D | -1.1% | +1.1% | -2.2% | -1.2% |
| 3M | -1.9% | +7.9% | -9.8% | -2.5% |
| 6M | -1.6% | +6.2% | -7.8% | -2.2% |
| YTD | -1.2% | +17.7% | -19.0% | -2.6% |
| 1Y | -0.7% | +32.9% | -33.6% | -3.2% |
| 3Y | +12.5% | +129.7% | -117.2% | +1.9% |
| All | +12.5% | +132.9% | -120.4% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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