-2.7%
BND vs VTR
+87.5%
-90.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.4% |
| 6M | -1.6% | +6.2% | -7.8% | -2.1% |
| YTD | -1.2% | +17.7% | -19.0% | -2.3% |
| 1Y | -0.7% | +32.9% | -33.6% | -2.6% |
| 3Y | +12.5% | +129.7% | -117.2% | +6.5% |
| All | -2.7% | +87.5% | -90.2% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling