-49.5%
BLDR vs VLTO
+56.4%
-105.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | -3.0% | +1.0% | -4.0% | -3.6% |
| 30D | +20.1% | +17.5% | +2.6% | +7.5% |
| 3M | -17.5% | +21.4% | -38.9% | -27.7% |
| 6M | -16.1% | +38.1% | -54.2% | -32.6% |
| YTD | -41.0% | +19.0% | -60.0% | -48.0% |
| 1Y | -41.6% | +20.7% | -62.2% | -49.0% |
| 3Y | -50.8% | +64.3% | -115.1% | -61.5% |
| All | -49.5% | +56.4% | -105.9% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling