+130.8%
VTR vs BLDR
-58.1%
+188.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.9% | +5.1% | +1.5% |
| 7D | -1.8% | -8.1% | +6.3% | -1.2% |
| 30D | +4.0% | -21.5% | +25.5% | +5.9% |
| 3M | +7.8% | -21.0% | +28.8% | +9.4% |
| 6M | +6.4% | -37.1% | +43.4% | +9.9% |
| YTD | +18.3% | -42.7% | +61.0% | +22.9% |
| 1Y | +33.9% | -58.0% | +91.9% | +44.1% |
| All | +130.8% | -58.1% | +188.9% | +130.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling