+285.4%
VZ vs BND
+76.8%
+208.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +7.9% | -0.4% | +8.3% | +7.9% |
| 3M | +13.6% | -0.6% | +14.3% | +13.7% |
| 6M | +1.1% | -1.4% | +2.5% | +1.2% |
| YTD | +29.3% | -0.2% | +29.5% | +29.3% |
| 1Y | +21.2% | +1.3% | +20.0% | +21.2% |
| 3Y | +75.9% | +13.2% | +62.7% | +75.5% |
| 5Y | +24.1% | -1.6% | +25.6% | +21.0% |
| 10Y | +62.4% | +15.5% | +46.9% | +65.6% |
| All | +285.4% | +76.8% | +208.6% | +366.5% |
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