+1,734.9%
VLO vs BLDR
+387.6%
+1,347.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.9% |
| 7D | -0.4% | -10.3% | +9.9% | +1.7% |
| 30D | -16.6% | +19.6% | -36.1% | -20.1% |
| 3M | +12.3% | -17.0% | +29.3% | +15.1% |
| 6M | +47.8% | -16.7% | +64.6% | +49.3% |
| YTD | +126.7% | -39.4% | +166.1% | +140.6% |
| 1Y | +105.4% | -41.7% | +147.1% | +119.2% |
| 3Y | +222.0% | -49.9% | +271.8% | +243.5% |
| 5Y | +449.8% | -7.6% | +457.4% | +396.5% |
| 10Y | +754.3% | +502.3% | +252.0% | +405.9% |
| All | +1,734.9% | +387.6% | +1,347.2% | +701.0% |
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