+192.7%
VLO vs BLDR
-54.9%
+247.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.9% | +8.2% | +3.7% |
| 7D | +5.8% | -0.3% | +6.1% | +5.8% |
| 30D | +28.3% | -16.2% | +44.6% | +30.2% |
| 3M | +48.7% | -14.4% | +63.2% | +49.7% |
| 6M | +71.9% | -32.8% | +104.7% | +78.5% |
| YTD | +138.7% | -39.2% | +177.8% | +151.7% |
| 1Y | +148.5% | -57.7% | +206.1% | +182.4% |
| 3Y | +192.7% | -55.3% | +247.9% | +215.5% |
| All | +192.7% | -54.9% | +247.5% | +215.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling