+414.3%
VUG vs BND
+15.0%
+399.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -0.5% | -1.0% | +0.5% | +0.2% |
| 30D | -1.0% | -1.1% | +0.2% | -0.2% |
| 3M | +3.5% | -1.9% | +5.4% | +4.8% |
| 6M | +14.2% | -1.6% | +15.8% | +15.5% |
| YTD | +8.5% | -1.2% | +9.7% | +9.4% |
| 1Y | +12.9% | -0.7% | +13.6% | +13.5% |
| 3Y | +85.6% | +12.5% | +73.1% | +71.7% |
| 5Y | +78.1% | -2.5% | +80.7% | +75.4% |
| All | +414.3% | +15.0% | +399.4% | +434.0% |
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