+296.6%
VNQ vs BLDR
+380.2%
-83.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.6% |
| 7D | -0.9% | -2.7% | +1.8% | -0.4% |
| 30D | -2.2% | -14.7% | +12.5% | +0.8% |
| 3M | -1.9% | -20.8% | +18.9% | +1.9% |
| 6M | +3.2% | -35.3% | +38.6% | +11.2% |
| YTD | +9.4% | -40.3% | +49.7% | +19.1% |
| 1Y | +7.5% | -56.3% | +63.8% | +24.2% |
| 3Y | +31.1% | -56.1% | +87.2% | +46.3% |
| 5Y | +6.6% | +12.9% | -6.4% | -5.1% |
| 10Y | +63.9% | +386.5% | -322.5% | -0.8% |
| All | +296.6% | +380.2% | -83.6% | +21.2% |
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