+384.8%
V vs BLDR
+357.1%
+27.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -2.9% | -2.7% | -0.2% | -2.4% |
| 30D | +1.9% | -14.7% | +16.6% | +5.1% |
| 3M | +13.2% | -20.8% | +34.1% | +17.8% |
| 6M | +16.7% | -35.3% | +52.1% | +26.0% |
| YTD | +5.4% | -40.3% | +45.7% | +15.0% |
| 1Y | +7.7% | -56.3% | +63.9% | +25.4% |
| 3Y | +52.0% | -56.1% | +108.1% | +67.7% |
| 5Y | +67.7% | +12.9% | +54.8% | +38.8% |
| 10Y | +384.8% | +386.5% | -1.7% | +157.7% |
| All | +384.8% | +357.1% | +27.7% | +157.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling