-41.6%
BLDR vs VIG
+16.5%
-58.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.0% | +3.5% | -6.5% | -11.3% |
| 30D | +20.1% | +4.9% | +15.2% | +6.6% |
| 3M | -17.5% | +2.5% | -20.0% | -22.1% |
| 6M | -16.1% | +11.0% | -27.1% | -34.5% |
| YTD | -41.0% | +16.0% | -57.0% | -58.7% |
| 1Y | -41.6% | +17.5% | -59.1% | -60.7% |
| All | -41.6% | +16.5% | -58.1% | -60.7% |
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