+66.6%
VTV vs BLDR
-58.1%
+124.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.2% |
| 7D | -2.1% | -8.1% | +6.1% | -1.0% |
| 30D | -1.3% | -21.5% | +20.2% | +1.8% |
| 3M | +5.6% | -21.0% | +26.6% | +8.4% |
| 6M | +12.4% | -37.1% | +49.4% | +18.7% |
| YTD | +17.6% | -42.7% | +60.3% | +25.5% |
| 1Y | +23.5% | -58.0% | +81.5% | +37.6% |
| All | +66.6% | -58.1% | +124.7% | +78.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling