-58.4%
BLDR vs ITOT
+74.3%
-132.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.0% |
| 7D | -8.1% | -2.0% | -6.1% | -5.2% |
| 30D | -21.5% | -2.0% | -19.5% | -19.0% |
| 3M | -21.0% | +4.5% | -25.5% | -25.5% |
| 6M | -37.1% | +12.6% | -49.7% | -46.4% |
| YTD | -42.7% | +12.0% | -54.7% | -50.7% |
| 1Y | -58.0% | +17.3% | -75.2% | -66.0% |
| All | -58.4% | +74.3% | -132.7% | -84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling