+67.1%
V vs BLDR
+16.0%
+51.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | -0.9% |
| 7D | -1.1% | -0.3% | -0.7% | -1.0% |
| 30D | +1.9% | -16.2% | +18.1% | +4.7% |
| 3M | +15.5% | -14.4% | +29.9% | +17.6% |
| 6M | +16.6% | -32.8% | +49.4% | +23.1% |
| YTD | +5.7% | -39.2% | +44.9% | +13.1% |
| 1Y | +8.6% | -57.7% | +66.2% | +23.8% |
| 3Y | +52.5% | -55.3% | +107.8% | +62.7% |
| 5Y | +67.1% | +15.6% | +51.5% | +20.7% |
| All | +67.1% | +16.0% | +51.1% | +20.7% |
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 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