+59.7%
VIK vs BLDR
-38.1%
+97.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.3% | -3.1% | +3.8% |
| 7D | +5.4% | +24.4% | -19.0% | -0.6% |
| 30D | +12.5% | +24.9% | -12.4% | +5.8% |
| 3M | -15.2% | -7.8% | -7.4% | -13.3% |
| 6M | +15.4% | -5.8% | +21.1% | +15.8% |
| YTD | +27.7% | -32.5% | +60.1% | +38.2% |
| 1Y | +59.7% | -36.7% | +96.4% | +76.3% |
| All | +59.7% | -38.1% | +97.8% | +76.3% |
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