+26.0%
V vs BLDR
-41.9%
+67.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +0.8% |
| 7D | +0.8% | -1.1% | +1.9% | +0.9% |
| 30D | +9.9% | +19.1% | -9.1% | +8.7% |
| 3M | +17.5% | -12.6% | +30.1% | +18.0% |
| 6M | +33.5% | -18.7% | +52.2% | +34.2% |
| YTD | +21.6% | -38.8% | +60.4% | +23.9% |
| All | +26.0% | -41.9% | +67.9% | +29.0% |
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