+10.3%
BLDR vs VEU
+53.0%
-42.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -2.2% |
| 7D | -8.1% | -1.9% | -6.2% | -5.5% |
| 30D | -21.5% | -0.7% | -20.7% | -20.6% |
| 3M | -21.0% | +4.9% | -25.8% | -26.0% |
| 6M | -37.1% | +9.8% | -46.9% | -44.8% |
| YTD | -42.7% | +15.3% | -58.0% | -53.2% |
| 1Y | -58.0% | +23.0% | -81.0% | -68.6% |
| 3Y | -57.8% | +73.5% | -131.3% | -80.7% |
| 5Y | +10.3% | +54.5% | -44.2% | -39.8% |
| All | +10.3% | +53.0% | -42.8% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling