+176.4%
VRTX vs BLDR
+16.0%
+160.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -2.5% |
| 7D | -3.4% | -0.3% | -3.1% | -3.4% |
| 30D | +6.6% | -16.2% | +22.8% | +8.9% |
| 3M | +19.4% | -14.4% | +33.8% | +21.2% |
| 6M | +15.8% | -32.8% | +48.6% | +20.9% |
| YTD | +16.7% | -39.2% | +55.8% | +22.7% |
| 1Y | +33.8% | -57.7% | +91.5% | +47.8% |
| 3Y | +54.2% | -55.3% | +109.4% | +63.6% |
| 5Y | +176.4% | +15.6% | +160.8% | +131.1% |
| All | +176.4% | +16.0% | +160.4% | +131.1% |
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 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