+228.7%
VTV vs BLDR
+383.3%
-154.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.3% |
| 7D | -1.1% | -8.2% | +7.1% | +0.5% |
| 30D | -1.0% | -16.6% | +15.6% | +2.3% |
| 3M | +4.6% | -23.2% | +27.8% | +9.2% |
| 6M | +13.5% | -33.7% | +47.2% | +21.3% |
| YTD | +18.5% | -41.3% | +59.8% | +29.0% |
| 1Y | +22.9% | -58.8% | +81.7% | +43.2% |
| 3Y | +67.8% | -57.5% | +125.3% | +86.4% |
| 5Y | +81.8% | +12.9% | +68.9% | +56.1% |
| All | +228.7% | +383.3% | -154.6% | +94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling