+2,486.9%
VRT vs BND
+15.2%
+2,471.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.7% |
| 7D | -8.4% | -1.0% | -7.4% | -7.4% |
| 30D | -10.9% | -1.1% | -9.7% | -9.9% |
| 3M | -13.7% | -1.9% | -11.8% | -12.1% |
| 6M | -4.1% | -1.6% | -2.5% | -2.4% |
| YTD | +58.7% | -1.2% | +60.0% | +60.9% |
| 1Y | +89.6% | -0.7% | +90.4% | +91.1% |
| 3Y | +558.1% | +12.5% | +545.6% | +466.6% |
| 5Y | +953.0% | -2.5% | +955.5% | +1,021.9% |
| All | +2,486.9% | +15.2% | +2,471.6% | +2,442.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling