+1,816.2%
VLO vs BLDR
+374.7%
+1,441.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +9.6% | -3.0% | +12.6% | +10.2% |
| 30D | -17.4% | +20.1% | -37.5% | -21.0% |
| 3M | +10.8% | -17.5% | +28.3% | +13.6% |
| 6M | +56.9% | -16.1% | +73.0% | +58.2% |
| YTD | +136.8% | -41.0% | +177.8% | +152.5% |
| 1Y | +120.7% | -41.6% | +162.3% | +135.3% |
| 3Y | +231.9% | -50.8% | +282.7% | +255.3% |
| 5Y | +479.0% | -10.8% | +489.8% | +426.4% |
| 10Y | +792.2% | +486.3% | +305.9% | +430.9% |
| All | +1,816.2% | +374.7% | +1,441.5% | +740.6% |
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