+54.0%
BLDG vs VT
+131.3%
-77.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +0.3% | +1.0% | -0.7% | -0.3% |
| 30D | -1.1% | -0.2% | -0.8% | -0.9% |
| 3M | +2.9% | +4.5% | -1.7% | -0.4% |
| 6M | +6.3% | +14.1% | -7.8% | -3.5% |
| YTD | +11.2% | +14.8% | -3.5% | +0.5% |
| 1Y | +8.3% | +21.2% | -12.9% | -6.1% |
| 3Y | +32.2% | +76.6% | -44.4% | -14.2% |
| 5Y | +14.3% | +66.6% | -52.3% | -23.0% |
| All | +54.0% | +131.3% | -77.3% | -21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling