+15.5%
VBND vs VT
+221.8%
-206.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.3% | +2.4% | -3.7% | -1.4% |
| 30D | +0.8% | -1.5% | +2.3% | +0.8% |
| 3M | -1.7% | -4.1% | +2.5% | -1.4% |
| 6M | -1.5% | +0.6% | -2.1% | -1.6% |
| YTD | -1.6% | +11.0% | -12.6% | -2.1% |
| 1Y | -0.9% | +13.3% | -14.2% | -1.6% |
| 3Y | +13.9% | +73.4% | -59.5% | +10.7% |
| 5Y | -1.1% | +57.4% | -58.5% | -3.9% |
| All | +15.5% | +221.8% | -206.2% | +9.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling