+70.6%
VZ vs BLDR
+554.2%
-483.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.9% |
| 7D | +2.4% | -1.1% | +3.4% | +2.4% |
| 30D | +11.2% | +19.1% | -7.9% | +9.6% |
| 3M | 0.0% | -12.6% | +12.6% | +0.7% |
| 6M | +1.3% | -18.7% | +20.0% | +2.2% |
| YTD | +21.3% | -38.8% | +60.1% | +24.5% |
| 1Y | +23.9% | -41.2% | +65.2% | +27.5% |
| 3Y | +57.7% | -49.4% | +107.1% | +61.2% |
| 5Y | +21.2% | -6.0% | +27.2% | +15.2% |
| 10Y | +70.6% | +523.1% | -452.5% | +39.5% |
| All | +70.6% | +554.2% | -483.6% | +39.5% |
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