-6.4%
BLDR vs VT
+53.4%
-59.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.8% | -4.9% |
| 7D | -3.7% | -2.3% | -1.3% | +0.1% |
| 30D | +16.8% | -5.0% | +21.7% | +26.2% |
| 3M | -13.7% | -4.9% | -8.9% | -6.8% |
| 6M | -21.9% | -1.5% | -20.3% | -19.8% |
| YTD | -39.2% | +8.5% | -47.7% | -46.3% |
| 1Y | -42.6% | +11.4% | -54.0% | -51.3% |
| 3Y | -50.2% | +70.1% | -120.3% | -78.3% |
| All | -6.4% | +53.4% | -59.8% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling