-47.9%
BLDR vs VLTO
+54.8%
-102.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.8% |
| 7D | -3.7% | +5.4% | -9.0% | -7.1% |
| 30D | +16.8% | +22.3% | -5.5% | +1.6% |
| 3M | -13.7% | +19.6% | -33.4% | -23.6% |
| 6M | -21.9% | +35.2% | -57.0% | -36.4% |
| YTD | -39.2% | +17.9% | -57.1% | -46.0% |
| 1Y | -42.6% | +19.5% | -62.2% | -49.6% |
| 3Y | -50.2% | +73.9% | -124.1% | -61.5% |
| All | -47.9% | +54.8% | -102.8% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling