+76.9%
VUG vs BLDR
-48.6%
+125.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.1% |
| 7D | -1.2% | -1.1% | -0.1% | -1.1% |
| 30D | -8.9% | +19.1% | -27.9% | -11.4% |
| 3M | -5.9% | -12.6% | +6.7% | -4.4% |
| 6M | -3.3% | -18.7% | +15.4% | -1.2% |
| YTD | +3.4% | -38.8% | +42.3% | +9.5% |
| 1Y | +1.9% | -41.2% | +43.1% | +8.4% |
| 3Y | +76.9% | -49.4% | +126.3% | +87.2% |
| All | +76.9% | -48.6% | +125.5% | +87.2% |
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