+601.6%
VLO vs BLDR
+16.0%
+585.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.9% | +8.2% | +3.9% |
| 7D | +5.8% | -0.3% | +6.1% | +5.8% |
| 30D | +28.3% | -16.2% | +44.6% | +31.0% |
| 3M | +48.7% | -14.4% | +63.2% | +50.2% |
| 6M | +71.9% | -32.8% | +104.7% | +79.2% |
| YTD | +138.7% | -39.2% | +177.8% | +152.5% |
| 1Y | +148.5% | -57.7% | +206.1% | +181.4% |
| 3Y | +192.7% | -55.3% | +247.9% | +217.8% |
| 5Y | +601.6% | +15.6% | +586.0% | +441.3% |
| All | +601.6% | +16.0% | +585.6% | +441.3% |
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 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