-44.6%
VG vs BLDR
-63.9%
+19.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.8% |
| 7D | +14.0% | -3.0% | +16.9% | +13.6% |
| 30D | -1.0% | +20.1% | -21.1% | +1.7% |
| 3M | -2.7% | -17.5% | +14.8% | -4.1% |
| 6M | +1.5% | -16.1% | +17.6% | 0.0% |
| YTD | +93.7% | -41.0% | +134.7% | +100.5% |
| 1Y | +68.5% | -41.6% | +110.1% | +74.2% |
| All | -44.6% | -63.9% | +19.4% | -48.8% |
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