-36.7%
BLDR vs VYM
+21.8%
-58.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.2% | +8.0% | +6.1% |
| 7D | +24.4% | +1.2% | +23.2% | +21.2% |
| 30D | +24.9% | +5.2% | +19.7% | +10.8% |
| 3M | -7.8% | +0.5% | -8.3% | -8.4% |
| 6M | -5.8% | +7.7% | -13.5% | -20.3% |
| YTD | -32.5% | +17.2% | -49.6% | -54.1% |
| 1Y | -36.7% | +21.7% | -58.4% | -61.1% |
| All | -36.7% | +21.8% | -58.5% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling