+8.7%
VTRS vs BLDR
+361.3%
-352.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.2% |
| 7D | -3.3% | -8.1% | +4.8% | -2.2% |
| 30D | +1.4% | -21.5% | +22.8% | +4.7% |
| 3M | +4.6% | -21.0% | +25.6% | +7.5% |
| 6M | +18.1% | -37.1% | +55.1% | +24.9% |
| YTD | +34.7% | -42.7% | +77.4% | +43.9% |
| 1Y | +65.6% | -58.0% | +123.6% | +84.2% |
| 3Y | +83.8% | -57.8% | +141.6% | +100.3% |
| 5Y | +46.5% | +10.3% | +36.2% | +37.7% |
| 10Y | -48.6% | +367.3% | -415.9% | -61.6% |
| All | +8.7% | +361.3% | -352.6% | -43.5% |
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