+1,197.3%
BLDR vs VT
+374.2%
+823.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.6% |
| 3M | -12.3% | +2.4% | -14.6% | -15.6% |
| 6M | -31.5% | +12.0% | -43.5% | -43.3% |
| YTD | -36.1% | +15.3% | -51.4% | -49.7% |
| 1Y | -54.1% | +22.6% | -76.7% | -67.4% |
| 3Y | -55.8% | +74.7% | -130.4% | -82.7% |
| 5Y | +20.7% | +66.1% | -45.4% | -47.0% |
| 10Y | +390.2% | +225.0% | +165.2% | -28.3% |
| All | +1,197.3% | +374.2% | +823.1% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling