+76.3%
VUG vs BLDR
+16.0%
+60.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.8% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | -1.4% | -16.2% | +14.8% | +2.5% |
| 3M | +2.3% | -14.4% | +16.7% | +5.0% |
| 6M | +15.7% | -32.8% | +48.5% | +25.2% |
| YTD | +8.6% | -39.2% | +47.8% | +19.5% |
| 1Y | +14.1% | -57.7% | +71.7% | +37.3% |
| 3Y | +87.9% | -55.3% | +143.2% | +107.2% |
| 5Y | +76.3% | +15.6% | +60.7% | +28.7% |
| All | +76.3% | +16.0% | +60.3% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling