+33.2%
BNDX price history and return analytics
+294.7%
-261.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -1.5% | -1.4% | -0.1% | -1.5% |
| 3M | -1.2% | +4.7% | -5.9% | -1.3% |
| 6M | -1.7% | +11.4% | -13.0% | -2.0% |
| YTD | -1.0% | +13.1% | -14.0% | -1.3% |
| 1Y | -0.7% | +19.0% | -19.7% | -1.2% |
| 3Y | +11.2% | +73.9% | -62.8% | +9.7% |
| 5Y | -1.0% | +65.4% | -66.4% | -2.5% |
| 10Y | +14.6% | +225.4% | -210.8% | +12.8% |
| All | +33.2% | +294.7% | -261.5% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling