+12.6%
VOO vs BND
-2.2%
+14.8%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.6% |
| 7D | -2.0% | -0.9% | -1.1% | -0.2% |
| 30D | -1.7% | -1.0% | -0.7% | +0.1% |
| 3M | +4.7% | -1.2% | +6.0% | +7.1% |
| 6M | +12.6% | -2.0% | +14.5% | +17.2% |
| All | +12.6% | -2.2% | +14.8% | +17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling