+89.7%
VTRS vs BLDR
-38.1%
+127.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.3% | -7.7% | 0.0% |
| 7D | +2.4% | +24.4% | -22.0% | -1.8% |
| 30D | +9.1% | +24.9% | -15.9% | +4.3% |
| 3M | +9.4% | -7.8% | +17.2% | +10.5% |
| 6M | +28.3% | -5.8% | +34.1% | +27.8% |
| YTD | +58.0% | -32.5% | +90.5% | +66.5% |
| 1Y | +89.7% | -36.7% | +126.4% | +102.6% |
| All | +89.7% | -38.1% | +127.8% | +102.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling