+365.4%
BLDR vs VO
+197.9%
+167.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -2.5% |
| 7D | -8.1% | -2.5% | -5.6% | -4.3% |
| 30D | -21.5% | -3.2% | -18.2% | -17.1% |
| 3M | -21.0% | +3.9% | -24.9% | -25.1% |
| 6M | -37.1% | +9.6% | -46.7% | -44.9% |
| YTD | -42.7% | +11.6% | -54.3% | -51.1% |
| 1Y | -58.0% | +12.6% | -70.6% | -64.4% |
| 3Y | -57.8% | +55.4% | -113.2% | -77.9% |
| 5Y | +10.3% | +41.8% | -31.5% | -31.2% |
| All | +365.4% | +197.9% | +167.5% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling