+14.9%
BND vs WCC
+518.6%
-503.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.6% |
| 7D | -0.9% | +1.7% | -2.6% | -0.9% |
| 30D | -1.0% | -6.1% | +5.1% | -0.9% |
| 3M | -1.2% | +3.1% | -4.3% | -1.3% |
| 6M | -2.0% | +28.2% | -30.2% | -2.2% |
| YTD | -1.2% | +41.1% | -42.3% | -1.4% |
| 1Y | -0.5% | +61.3% | -61.7% | -0.8% |
| 3Y | +12.4% | +123.6% | -111.2% | +11.6% |
| 5Y | -2.5% | +214.8% | -217.3% | -3.3% |
| All | +14.9% | +518.6% | -503.6% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling