+571.9%
VTR vs BLDR
+389.5%
+182.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.4% | +0.6% |
| 7D | -2.4% | -0.3% | -2.1% | -2.4% |
| 30D | -3.7% | -16.2% | +12.5% | -0.4% |
| 3M | +13.5% | -14.4% | +27.9% | +16.0% |
| 6M | +7.2% | -32.8% | +40.0% | +14.5% |
| YTD | +17.6% | -39.2% | +56.7% | +27.4% |
| 1Y | +35.4% | -57.7% | +93.1% | +57.6% |
| 3Y | +132.8% | -55.3% | +188.1% | +156.3% |
| 5Y | +88.7% | +15.6% | +73.0% | +61.8% |
| 10Y | +87.6% | +359.8% | -272.2% | +13.5% |
| All | +571.9% | +389.5% | +182.3% | +81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling