+35.4%
BNDX vs VT
+288.6%
-253.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | 0.0% |
| 7D | +0.6% | +0.4% | +0.2% | +0.6% |
| 30D | +1.4% | -2.6% | +4.0% | +1.5% |
| 3M | -0.2% | -3.2% | +3.1% | -0.1% |
| 6M | +0.2% | +0.9% | -0.8% | +0.1% |
| YTD | +0.7% | +11.3% | -10.6% | +0.4% |
| 1Y | +0.2% | +14.0% | -13.8% | -0.1% |
| 3Y | +12.9% | +75.8% | -63.0% | +11.4% |
| 5Y | +0.9% | +57.8% | -56.9% | -0.5% |
| 10Y | +18.1% | +219.8% | -201.7% | +16.3% |
| All | +35.4% | +288.6% | -253.1% | +33.2% |
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