+631.1%
VRT vs BND
-1.2%
+632.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -17.7% | -0.1% | -17.6% | -17.7% |
| 30D | -20.0% | +1.7% | -21.7% | -20.9% |
| 3M | -28.1% | -0.4% | -27.7% | -28.0% |
| 6M | -42.8% | -1.3% | -41.6% | -42.4% |
| YTD | +20.0% | -0.7% | +20.6% | +20.5% |
| 1Y | +3.5% | -0.3% | +3.8% | +3.8% |
| 3Y | +366.1% | +14.5% | +351.6% | +307.5% |
| All | +631.1% | -1.2% | +632.3% | +649.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling