+15.4%
BNDC vs VT
+208.2%
-192.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -1.4% | +2.9% | -4.3% | -1.5% |
| 30D | +0.7% | -2.5% | +3.2% | +0.8% |
| 3M | -1.3% | -3.3% | +2.0% | -1.2% |
| 6M | -1.7% | +1.5% | -3.3% | -1.8% |
| YTD | -1.9% | +11.4% | -13.2% | -2.3% |
| 1Y | -1.8% | +11.9% | -13.7% | -2.3% |
| 3Y | +13.0% | +73.9% | -60.9% | +10.5% |
| 5Y | -3.4% | +57.9% | -61.3% | -5.8% |
| All | +15.4% | +208.2% | -192.8% | +13.8% |
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