+49.2%
BLDG vs VT
+118.6%
-69.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.2% |
| 7D | +1.7% | -2.3% | +4.1% | +3.3% |
| 30D | +3.5% | -5.0% | +8.5% | +7.0% |
| 3M | -3.4% | -4.9% | +1.4% | -0.3% |
| 6M | -0.3% | -1.5% | +1.2% | +0.2% |
| YTD | +7.8% | +8.5% | -0.7% | +1.0% |
| 1Y | +7.5% | +11.4% | -3.8% | -1.2% |
| 3Y | +33.6% | +70.1% | -36.4% | -11.3% |
| 5Y | +8.6% | +53.7% | -45.1% | -22.6% |
| All | +49.2% | +118.6% | -69.5% | -21.3% |
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