+0.1%
BOND vs VT
+53.2%
-53.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +0.7% |
| 7D | +0.5% | -4.2% | +4.7% | +0.9% |
| 30D | +3.1% | -5.8% | +8.9% | +3.7% |
| 3M | -1.3% | -5.2% | +4.0% | -0.8% |
| 6M | -1.0% | +0.1% | -1.2% | -1.1% |
| YTD | -0.7% | +8.2% | -9.0% | -1.5% |
| 1Y | 0.0% | +10.1% | -10.1% | -1.0% |
| 3Y | +17.5% | +69.7% | -52.2% | +10.9% |
| 5Y | +0.1% | +53.4% | -53.3% | -7.0% |
| All | +0.1% | +53.2% | -53.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling