+3,313.2%
V vs BND
+62.6%
+3,250.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.1% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +9.7% | +1.3% | +8.4% | +9.8% |
| 3M | +17.3% | -0.7% | +18.0% | +17.2% |
| 6M | +33.2% | -1.6% | +34.8% | +33.0% |
| YTD | +21.3% | -1.0% | +22.4% | +21.2% |
| 1Y | +27.3% | -0.7% | +28.0% | +27.3% |
| 3Y | +76.1% | +14.1% | +62.0% | +79.0% |
| 5Y | +103.5% | -1.5% | +105.0% | +96.0% |
| 10Y | +454.5% | +17.3% | +437.1% | +498.8% |
| All | +3,313.2% | +62.6% | +3,250.6% | +3,936.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling