+53.4%
VT vs BLDR
-8.6%
+62.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.8% | +1.1% |
| 7D | -2.3% | -3.7% | +1.3% | -1.8% |
| 30D | -5.0% | +16.8% | -21.7% | -8.1% |
| 3M | -4.9% | -13.7% | +8.9% | -2.8% |
| 6M | -1.5% | -21.9% | +20.3% | +1.8% |
| YTD | +8.5% | -39.2% | +47.7% | +16.9% |
| 1Y | +11.4% | -42.6% | +54.0% | +21.2% |
| 3Y | +70.1% | -50.2% | +120.3% | +80.3% |
| All | +53.4% | -8.6% | +62.1% | +25.4% |
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