+9.5%
V vs BLDR
-58.4%
+67.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.2% |
| 7D | -3.0% | -8.1% | +5.1% | -2.5% |
| 30D | +1.2% | -21.5% | +22.7% | +2.7% |
| 3M | +13.9% | -21.0% | +34.9% | +15.4% |
| 6M | +17.2% | -37.1% | +54.3% | +20.4% |
| YTD | +5.3% | -42.7% | +48.0% | +8.6% |
| 1Y | +9.5% | -58.0% | +67.4% | +17.3% |
| All | +9.5% | -58.4% | +67.9% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling