+47.7%
VMC vs BLDR
+13.4%
+34.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.7% |
| 7D | -5.3% | -2.7% | -2.6% | -4.5% |
| 30D | -12.3% | -14.7% | +2.5% | -8.0% |
| 3M | -10.3% | -20.8% | +10.6% | -4.3% |
| 6M | -8.6% | -35.3% | +26.8% | +3.1% |
| YTD | -11.9% | -40.3% | +28.5% | +1.2% |
| 1Y | -13.9% | -56.3% | +42.4% | +8.1% |
| 3Y | +18.2% | -56.1% | +74.3% | +39.0% |
| 5Y | +47.7% | +12.9% | +34.8% | +13.5% |
| All | +47.7% | +13.4% | +34.4% | +13.5% |
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 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