-51.8%
BLDR vs VT
+75.0%
-126.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -2.8% | +0.4% | -3.3% | -3.5% |
| 30D | -13.3% | +1.0% | -14.2% | -14.5% |
| 3M | -12.3% | +2.4% | -14.6% | -15.2% |
| 6M | -31.5% | +12.0% | -43.5% | -42.3% |
| YTD | -36.1% | +15.3% | -51.4% | -48.6% |
| 1Y | -54.1% | +22.6% | -76.7% | -66.4% |
| All | -51.8% | +75.0% | -126.8% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling