+237.5%
VIK vs BLDR
-65.8%
+303.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +4.2% |
| 7D | +3.6% | -0.3% | +3.9% | +3.6% |
| 30D | -16.7% | -16.2% | -0.5% | -12.3% |
| 3M | -1.1% | -14.4% | +13.3% | +2.3% |
| 6M | +27.8% | -32.8% | +60.6% | +43.2% |
| YTD | +23.3% | -39.2% | +62.5% | +41.0% |
| 1Y | +38.2% | -57.7% | +95.9% | +77.6% |
| All | +237.5% | -65.8% | +303.3% | +331.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling