+12.9%
BLDR vs VIG
+62.2%
-49.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.0% |
| 7D | -2.7% | -1.2% | -1.5% | -0.6% |
| 30D | -14.7% | -2.8% | -11.9% | -10.1% |
| 3M | -20.8% | +2.5% | -23.3% | -23.6% |
| 6M | -35.3% | +8.1% | -43.4% | -42.9% |
| YTD | -40.3% | +9.6% | -49.9% | -48.3% |
| 1Y | -56.3% | +14.2% | -70.4% | -64.6% |
| 3Y | -56.1% | +56.1% | -112.2% | -78.8% |
| 5Y | +12.9% | +62.8% | -49.9% | -44.9% |
| All | +12.9% | +62.2% | -49.3% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling