+137.9%
VGT vs BND
-2.6%
+140.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -0.2% | -1.0% | +0.8% | +0.6% |
| 30D | -0.4% | -1.1% | +0.7% | +0.4% |
| 3M | +4.4% | -1.9% | +6.3% | +5.9% |
| 6M | +32.1% | -1.6% | +33.7% | +33.8% |
| YTD | +28.8% | -1.2% | +30.0% | +30.1% |
| 1Y | +35.3% | -0.7% | +36.1% | +36.3% |
| 3Y | +124.8% | +12.5% | +112.2% | +104.4% |
| All | +137.9% | -2.6% | +140.5% | +121.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling