+34.5%
BNDX vs VT
+302.6%
-268.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | -0.9% | +1.0% | -1.8% | -0.9% |
| 3M | -0.6% | +2.4% | -3.0% | -0.7% |
| 6M | -1.3% | +12.0% | -13.3% | -1.6% |
| YTD | +0.1% | +15.3% | -15.3% | -0.3% |
| 1Y | +0.8% | +22.6% | -21.8% | +0.2% |
| 3Y | +11.9% | +74.7% | -62.8% | +10.4% |
| 5Y | -0.1% | +66.1% | -66.3% | -1.7% |
| 10Y | +15.4% | +225.0% | -209.6% | +13.4% |
| All | +34.5% | +302.6% | -268.1% | +32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling