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PORTFOLIO RISK

Tracking Error

Measures volatility of active returns versus a benchmark.

Formula

TE = StdDev(R_p-R_b)

Variables: Portfolio return; benchmark return

What it means

Measures volatility of active returns versus a benchmark.

Example

Compute the standard deviation of periodic portfolio-minus-benchmark returns and annualize consistently.

How to interpret it

This concept should be read together with its market convention, measurement horizon and underlying instrument. BondStats presents it as an analytical reference rather than investment advice; instrument documentation and primary market rules remain authoritative.

BondStats reference content is independently written. Mathematical relationships, abbreviations and market conventions are presented for educational and analytical use.