+111.7%
VSH vs BLDR
-56.7%
+168.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.3% |
| 7D | +3.5% | -2.7% | +6.2% | +4.4% |
| 30D | -4.4% | -14.7% | +10.3% | +0.1% |
| 3M | -45.8% | -20.8% | -25.0% | -42.0% |
| 6M | +90.1% | -35.3% | +125.5% | +114.3% |
| YTD | +120.3% | -40.3% | +160.7% | +151.0% |
| All | +111.7% | -56.7% | +168.4% | +173.2% |
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 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