+123.4%
VRT vs BLDR
-52.1%
+175.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.5% | +1.8% | +3.8% |
| 7D | +9.1% | -2.8% | +12.0% | +9.8% |
| 30D | +0.9% | -13.3% | +14.2% | +4.0% |
| 3M | -13.4% | -12.3% | -1.1% | -11.4% |
| 6M | +11.7% | -31.5% | +43.2% | +18.5% |
| YTD | +73.2% | -36.1% | +109.3% | +84.9% |
| 1Y | +123.4% | -54.1% | +177.5% | +151.3% |
| All | +123.4% | -52.1% | +175.5% | +151.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling