-36.7%
BLDR vs VIG
+19.5%
-56.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.1% | +7.1% | +3.6% |
| 7D | +24.4% | +2.7% | +21.6% | +16.4% |
| 30D | +24.9% | +7.0% | +17.9% | +5.8% |
| 3M | -7.8% | +4.0% | -11.8% | -16.0% |
| 6M | -5.8% | +12.3% | -18.0% | -28.0% |
| YTD | -32.5% | +16.4% | -48.8% | -52.6% |
| 1Y | -36.7% | +19.2% | -55.9% | -58.3% |
| All | -36.7% | +19.5% | -56.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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