+55.6%
VFC vs BLDR
-38.1%
+93.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +9.3% | -4.8% | +0.2% |
| 7D | +21.5% | +24.4% | -2.9% | +9.2% |
| 30D | +46.7% | +24.9% | +21.7% | +31.1% |
| 3M | +38.4% | -7.8% | +46.2% | +42.8% |
| 6M | +15.2% | -5.8% | +21.0% | +16.9% |
| YTD | +17.8% | -32.5% | +50.3% | +33.2% |
| 1Y | +55.6% | -36.7% | +92.3% | +86.7% |
| All | +55.6% | -38.1% | +93.7% | +86.7% |
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 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