+90.3%
VTR vs BLDR
+7.7%
+82.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.9% | +5.1% | +1.7% |
| 7D | -1.8% | -8.1% | +6.3% | -0.8% |
| 30D | +4.0% | -21.5% | +25.5% | +7.1% |
| 3M | +7.8% | -21.0% | +28.8% | +10.4% |
| 6M | +6.4% | -37.1% | +43.4% | +12.0% |
| YTD | +18.3% | -42.7% | +61.0% | +25.7% |
| 1Y | +33.9% | -58.0% | +91.9% | +49.0% |
| 3Y | +134.3% | -57.8% | +192.2% | +148.7% |
| 5Y | +90.3% | +10.3% | +80.0% | +59.7% |
| All | +90.3% | +7.7% | +82.5% | +59.7% |
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