+74.7%
BND vs VTRS
-6.8%
+81.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.9% | -3.3% | +2.4% | -0.9% |
| 30D | -1.0% | +1.4% | -2.3% | -1.0% |
| 3M | -1.2% | +4.6% | -5.9% | -1.2% |
| 6M | -2.0% | +18.1% | -20.1% | -2.0% |
| YTD | -1.2% | +34.7% | -35.8% | -1.2% |
| 1Y | -0.5% | +65.6% | -66.1% | -0.4% |
| 3Y | +12.4% | +83.8% | -71.4% | +12.5% |
| 5Y | -2.5% | +46.5% | -49.0% | -2.5% |
| 10Y | +15.0% | -48.6% | +63.5% | +14.2% |
| All | +74.7% | -6.8% | +81.5% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling