+1,145.5%
VUG vs BLDR
+370.3%
+775.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.3% | +0.3% |
| 7D | +4.4% | -8.2% | +12.6% | +5.6% |
| 30D | -7.3% | +16.3% | -23.6% | -9.8% |
| 3M | -4.2% | -17.0% | +12.7% | -2.2% |
| 6M | -1.6% | -17.4% | +15.8% | 0.0% |
| YTD | +4.9% | -41.6% | +46.5% | +11.4% |
| 1Y | +3.8% | -43.5% | +47.3% | +10.6% |
| 3Y | +79.4% | -51.6% | +131.1% | +91.0% |
| 5Y | +63.9% | -11.6% | +75.5% | +57.6% |
| 10Y | +404.0% | +480.9% | -76.8% | +259.2% |
| All | +1,145.5% | +370.3% | +775.3% | +576.9% |
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 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