+2,020.2%
VGT vs BND
+76.2%
+1,944.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +0.5% | -0.2% | +0.8% | +0.5% |
| 3M | +5.3% | -0.7% | +5.9% | +5.2% |
| 6M | +32.4% | -1.7% | +34.1% | +32.3% |
| YTD | +28.6% | -0.5% | +29.1% | +28.5% |
| 1Y | +37.6% | +0.4% | +37.3% | +37.7% |
| 3Y | +125.5% | +13.1% | +112.3% | +128.1% |
| 5Y | +135.2% | -2.1% | +137.3% | +122.9% |
| 10Y | +812.9% | +15.7% | +797.2% | +885.7% |
| All | +2,020.2% | +76.2% | +1,944.0% | +3,000.8% |
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