+262.7%
VSH vs BLDR
+374.7%
-111.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.4% |
| 7D | +14.3% | -3.0% | +17.3% | +15.3% |
| 30D | -7.9% | +20.1% | -28.0% | -13.0% |
| 3M | -19.9% | -17.5% | -2.3% | -17.0% |
| 6M | -30.5% | -16.1% | -14.4% | -28.8% |
| YTD | +85.7% | -41.0% | +126.7% | +105.9% |
| 1Y | +98.9% | -41.6% | +140.5% | +121.1% |
| 3Y | +32.1% | -50.8% | +82.9% | +51.2% |
| 5Y | +39.7% | -10.8% | +50.4% | +34.9% |
| 10Y | +117.6% | +486.3% | -368.7% | +29.7% |
| All | +262.7% | +374.7% | -111.9% | +36.3% |
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