-36.7%
BLDR vs ITOT
+14.7%
-51.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.5% | +7.7% | +6.8% |
| 7D | +24.4% | -0.7% | +25.0% | +25.5% |
| 30D | +24.9% | -1.1% | +26.0% | +26.7% |
| 3M | -7.8% | -0.8% | -7.0% | -6.7% |
| 6M | -5.8% | +7.0% | -12.7% | -16.0% |
| YTD | -32.5% | +13.3% | -45.8% | -45.4% |
| 1Y | -36.7% | +14.8% | -51.5% | -49.8% |
| All | -36.7% | +14.7% | -51.4% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling