+13.9%
BNDI price history and return analytics
+93.6%
-79.7%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -1.1% | -1.1% | 0.0% | -0.9% |
| 30D | -1.1% | -1.0% | -0.1% | -0.9% |
| 3M | -1.6% | +3.2% | -4.8% | -2.1% |
| 6M | -0.7% | +12.5% | -13.2% | -2.7% |
| YTD | 0.0% | +14.1% | -14.1% | -2.2% |
| 1Y | +0.9% | +18.9% | -18.0% | -2.0% |
| 3Y | +15.3% | +74.1% | -58.8% | +4.1% |
| All | +13.9% | +93.6% | -79.7% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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