+278.7%
VSH vs BLDR
+370.3%
-91.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.6% | -1.1% | -3.7% |
| 7D | +26.2% | -8.2% | +34.4% | +28.9% |
| 30D | -12.5% | +16.3% | -28.8% | -16.7% |
| 3M | -16.9% | -17.0% | +0.1% | -14.1% |
| 6M | -17.0% | -17.4% | +0.4% | -14.6% |
| YTD | +93.8% | -41.6% | +135.4% | +115.4% |
| 1Y | +99.3% | -43.5% | +142.8% | +123.4% |
| 3Y | +35.0% | -51.6% | +86.6% | +55.2% |
| 5Y | +45.8% | -11.6% | +57.4% | +41.2% |
| 10Y | +127.1% | +480.9% | -353.7% | +35.8% |
| All | +278.7% | +370.3% | -91.6% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling