+2.1%
GBND vs VT
+28.3%
-26.1%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | -1.8% | +3.2% | -5.0% | -2.2% |
| 6M | -1.6% | +12.5% | -14.1% | -2.9% |
| YTD | -1.3% | +14.1% | -15.4% | -2.7% |
| 1Y | -0.5% | +18.9% | -19.4% | -2.1% |
| All | +2.1% | +28.3% | -26.1% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling