+53.4%
VT vs BLDR
-3.6%
+57.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.8% | +1.7% | -3.0% |
| 7D | -4.2% | +3.9% | -8.0% | -5.0% |
| 30D | -5.8% | +16.5% | -22.3% | -8.9% |
| 3M | -5.2% | -13.7% | +8.4% | -3.1% |
| 6M | +0.1% | -12.2% | +12.3% | +1.2% |
| YTD | +8.2% | -36.3% | +44.6% | +15.7% |
| 1Y | +10.1% | -41.3% | +51.4% | +19.5% |
| 3Y | +69.7% | -48.3% | +118.0% | +78.8% |
| 5Y | +53.4% | -2.6% | +56.0% | +25.2% |
| All | +53.4% | -3.6% | +57.0% | +25.2% |
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 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