+636.3%
VTI vs BND
+76.2%
+560.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.4% | -0.1% | -0.2% | -0.4% |
| 30D | -1.6% | -0.2% | -1.4% | -1.6% |
| 3M | +3.6% | -0.7% | +4.2% | +3.6% |
| 6M | +13.0% | -1.7% | +14.7% | +13.0% |
| YTD | +12.7% | -0.5% | +13.2% | +12.7% |
| 1Y | +18.4% | +0.4% | +18.0% | +18.4% |
| 3Y | +76.4% | +13.1% | +63.3% | +77.7% |
| 5Y | +73.7% | -2.1% | +75.8% | +66.6% |
| 10Y | +302.5% | +15.7% | +286.8% | +326.4% |
| All | +636.3% | +76.2% | +560.1% | +827.3% |
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