+20.1%
JBND vs VT
+80.1%
-60.0%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -0.4% | +1.0% | -1.4% | -0.5% |
| 3M | -0.5% | +2.4% | -2.9% | -0.7% |
| 6M | -1.6% | +12.0% | -13.6% | -2.3% |
| YTD | -0.2% | +15.3% | -15.6% | -1.1% |
| 1Y | +1.7% | +22.6% | -20.9% | +0.5% |
| All | +20.1% | +80.1% | -60.0% | +12.3% |
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