+983.2%
VUG vs BND
+76.8%
+906.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -0.3% | -0.4% | 0.0% | -0.3% |
| 3M | -0.7% | -0.6% | -0.1% | -0.7% |
| 6M | +14.6% | -1.4% | +16.1% | +14.7% |
| YTD | +9.0% | -0.2% | +9.3% | +9.0% |
| 1Y | +14.9% | +1.3% | +13.6% | +14.9% |
| 3Y | +86.0% | +13.2% | +72.9% | +85.7% |
| 5Y | +76.7% | -1.6% | +78.3% | +68.9% |
| 10Y | +411.3% | +15.5% | +395.8% | +436.9% |
| All | +983.2% | +76.8% | +906.4% | +1,280.6% |
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