+476.5%
V vs BND
+17.4%
+459.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.4% |
| 7D | -0.4% | -1.4% | +1.0% | +0.2% |
| 30D | +6.3% | +0.8% | +5.5% | +6.0% |
| 3M | +17.2% | -1.2% | +18.4% | +17.7% |
| 6M | +29.2% | -1.4% | +30.6% | +29.9% |
| YTD | +20.8% | -1.3% | +22.1% | +21.4% |
| 1Y | +25.0% | -1.2% | +26.2% | +25.6% |
| 3Y | +75.3% | +13.7% | +61.6% | +66.9% |
| 5Y | +105.8% | -1.7% | +107.5% | +102.0% |
| All | +476.5% | +17.4% | +459.1% | +505.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 10y: compounded portfolio wealth divided by compounded BND 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…
10y analysis · Full analysis span regression · 6 months rolling