+1,770.2%
VLO vs BLDR
+414.6%
+1,355.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.5% |
| 7D | +5.2% | -2.8% | +8.1% | +5.7% |
| 30D | +22.6% | -13.3% | +35.9% | +25.7% |
| 3M | +43.8% | -12.3% | +56.0% | +45.6% |
| 6M | +65.7% | -31.5% | +97.2% | +74.2% |
| YTD | +131.1% | -36.1% | +167.2% | +145.1% |
| 1Y | +143.6% | -54.1% | +197.7% | +174.9% |
| 3Y | +201.4% | -55.8% | +257.1% | +232.1% |
| 5Y | +568.9% | +20.7% | +548.2% | +477.1% |
| 10Y | +891.8% | +390.2% | +501.6% | +513.3% |
| All | +1,770.2% | +414.6% | +1,355.6% | +716.1% |
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