-19.6%
BNDD vs VT
+71.1%
-90.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +0.3% | +1.0% | -0.7% | +0.2% |
| 30D | +1.6% | -0.2% | +1.8% | +1.6% |
| 3M | -1.7% | +4.5% | -6.3% | -1.8% |
| 6M | 0.0% | +14.1% | -14.1% | -0.4% |
| YTD | +3.6% | +14.8% | -11.2% | +3.2% |
| 1Y | +0.8% | +21.2% | -20.4% | +0.4% |
| 3Y | -10.7% | +76.6% | -87.3% | -10.8% |
| All | -19.6% | +71.1% | -90.7% | -21.4% |
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