+99.1%
V vs BLDR
-8.6%
+107.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.7% |
| 7D | +2.2% | -3.7% | +5.8% | +2.7% |
| 30D | +13.6% | +16.8% | -3.2% | +10.6% |
| 3M | +14.3% | -13.7% | +28.0% | +16.5% |
| 6M | +33.1% | -21.9% | +55.0% | +36.9% |
| YTD | +21.2% | -39.2% | +60.5% | +29.1% |
| 1Y | +26.4% | -42.6% | +69.1% | +35.8% |
| 3Y | +77.6% | -50.2% | +127.8% | +84.1% |
| All | +99.1% | -8.6% | +107.7% | +53.1% |
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