+35.6%
VSH vs BLDR
-54.9%
+90.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.8% | +0.9% |
| 7D | +6.2% | -0.3% | +6.5% | +6.3% |
| 30D | -11.1% | -16.2% | +5.1% | -4.9% |
| 3M | -44.9% | -14.4% | -30.5% | -42.2% |
| 6M | +90.0% | -32.8% | +122.8% | +118.6% |
| YTD | +118.8% | -39.2% | +158.0% | +159.5% |
| 1Y | +109.0% | -57.7% | +166.7% | +191.6% |
| 3Y | +35.6% | -55.3% | +90.9% | +72.0% |
| All | +35.6% | -54.9% | +90.5% | +72.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling