-50.8%
BLDR vs VIG
+67.2%
-118.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.0% | +3.5% | -6.5% | -9.1% |
| 30D | +20.1% | +4.9% | +15.2% | +10.6% |
| 3M | -17.5% | +2.5% | -20.0% | -20.6% |
| 6M | -16.1% | +11.0% | -27.1% | -29.6% |
| YTD | -41.0% | +16.0% | -57.0% | -53.9% |
| 1Y | -41.6% | +17.5% | -59.1% | -55.2% |
| 3Y | -50.8% | +67.0% | -117.8% | -81.1% |
| All | -50.8% | +67.2% | -118.0% | -81.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling