+13.8%
VRT vs BLDR
-38.1%
+51.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +9.3% | -22.2% | -13.9% |
| 7D | -15.4% | +24.4% | -39.8% | -18.8% |
| 30D | -19.0% | +24.9% | -43.9% | -22.4% |
| 3M | -23.8% | -7.8% | -16.0% | -21.7% |
| 6M | -37.9% | -5.8% | -32.1% | -36.9% |
| YTD | +27.0% | -32.5% | +59.4% | +34.6% |
| 1Y | +13.8% | -36.7% | +50.5% | +21.7% |
| All | +13.8% | -38.1% | +51.9% | +21.7% |
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