+10.3%
BLDR vs VSXY
+15.5%
-5.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.9% | -3.2% |
| 7D | -8.1% | -0.3% | -7.8% | -8.1% |
| 30D | -21.5% | -22.1% | +0.6% | -17.2% |
| 3M | -21.0% | -1.1% | -19.8% | -21.3% |
| 6M | -37.1% | +53.8% | -90.9% | -45.3% |
| YTD | -42.7% | +35.5% | -78.2% | -49.0% |
| 1Y | -58.0% | +186.0% | -244.0% | -69.4% |
| 3Y | -57.8% | +343.2% | -401.0% | -75.7% |
| 5Y | +10.3% | +19.0% | -8.7% | -7.2% |
| All | +10.3% | +15.5% | -5.3% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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