-79.0%
VFC vs BLDR
+13.4%
-92.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.4% |
| 7D | -2.3% | -2.7% | +0.3% | -1.2% |
| 30D | -13.4% | -14.7% | +1.4% | -7.3% |
| 3M | -23.7% | -20.8% | -2.9% | -16.0% |
| 6M | -24.5% | -35.3% | +10.9% | -9.8% |
| YTD | -27.8% | -40.3% | +12.5% | -11.7% |
| 1Y | -13.5% | -56.3% | +42.8% | +21.2% |
| 3Y | -27.1% | -56.1% | +29.0% | -4.2% |
| 5Y | -79.0% | +12.9% | -91.9% | -81.7% |
| All | -79.0% | +13.4% | -92.4% | -81.7% |
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