+1,934.0%
VRT vs BND
+15.0%
+1,919.0%
-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% | -3.5% | -3.5% |
| 7D | +10.5% | -1.4% | +11.9% | +12.0% |
| 30D | -9.3% | +0.6% | -9.9% | -10.1% |
| 3M | -29.6% | -1.6% | -28.0% | -28.6% |
| 6M | -45.4% | -1.5% | -43.8% | -44.6% |
| YTD | +24.8% | -1.5% | +26.3% | +26.4% |
| 1Y | +23.6% | -1.1% | +24.7% | +24.8% |
| 3Y | +379.7% | +13.6% | +366.1% | +306.4% |
| 5Y | +660.3% | -1.8% | +662.2% | +698.1% |
| All | +1,934.0% | +15.0% | +1,919.0% | +1,898.8% |
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 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