-0.1%
FTV vs BLDR
+13.4%
-13.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.7% |
| 7D | -1.3% | -2.7% | +1.4% | -0.6% |
| 30D | -9.5% | -14.7% | +5.2% | -5.6% |
| 3M | -10.9% | -20.8% | +9.9% | -5.8% |
| 6M | -0.6% | -35.3% | +34.7% | +10.6% |
| YTD | +1.4% | -40.3% | +41.8% | +15.0% |
| 1Y | +17.6% | -56.3% | +73.9% | +45.2% |
| 3Y | -3.3% | -56.1% | +52.9% | +12.8% |
| 5Y | -0.1% | +12.9% | -13.1% | -18.8% |
| All | -0.1% | +13.4% | -13.5% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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