-38.4%
BLDR vs VLTO
+20.2%
-58.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +4.9% |
| 7D | -2.7% | +2.0% | -4.8% | -4.0% |
| 30D | +24.8% | +21.8% | +3.0% | +10.6% |
| 3M | -11.7% | +20.2% | -31.9% | -21.1% |
| 6M | -14.8% | +36.3% | -51.1% | -28.4% |
| YTD | -35.9% | +18.8% | -54.7% | -42.8% |
| All | -38.4% | +20.2% | -58.6% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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