+57.5%
VT vs BLDR
-11.9%
+69.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +2.4% | -3.0% | +5.3% | +2.9% |
| 30D | -1.5% | +20.1% | -21.6% | -5.4% |
| 3M | -4.1% | -17.5% | +13.4% | -1.2% |
| 6M | +0.6% | -16.1% | +16.6% | +2.4% |
| YTD | +11.0% | -41.0% | +52.1% | +20.3% |
| 1Y | +13.3% | -41.6% | +54.9% | +22.8% |
| 3Y | +73.4% | -50.8% | +124.2% | +84.0% |
| All | +57.5% | -11.9% | +69.5% | +29.6% |
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 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