+17.1%
BNDC vs VT
+208.1%
-191.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | 0.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | +2.4% | -2.6% | +5.0% | +2.6% |
| 3M | -0.1% | -3.2% | +3.2% | +0.1% |
| 6M | -0.8% | +0.9% | -1.8% | -0.9% |
| YTD | -0.4% | +11.3% | -11.7% | -0.9% |
| 1Y | -0.2% | +14.0% | -14.2% | -0.7% |
| 3Y | +14.8% | +75.8% | -61.0% | +12.2% |
| 5Y | -3.0% | +57.8% | -60.8% | -5.4% |
| All | +17.1% | +208.1% | -191.0% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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