+822.6%
VOO vs BND
+40.2%
+782.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -0.9% | -0.4% | -0.6% | -0.9% |
| 3M | +3.9% | -0.2% | +4.1% | +3.9% |
| 6M | +14.5% | -1.2% | +15.7% | +14.7% |
| YTD | +13.0% | -0.3% | +13.3% | +13.0% |
| 1Y | +19.4% | +0.4% | +19.0% | +19.4% |
| 3Y | +78.9% | +13.4% | +65.5% | +77.0% |
| 5Y | +82.3% | -1.5% | +83.8% | +73.2% |
| 10Y | +314.2% | +15.5% | +298.8% | +354.8% |
| All | +822.6% | +40.2% | +782.4% | +1,299.5% |
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