+55.9%
VZ vs BLDR
-50.4%
+106.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | -0.7% |
| 7D | +2.1% | -3.7% | +5.8% | +2.3% |
| 30D | +1.4% | +16.8% | -15.4% | +0.7% |
| 3M | -1.3% | -13.7% | +12.5% | -1.0% |
| 6M | -0.5% | -21.9% | +21.3% | -0.1% |
| YTD | +19.6% | -39.2% | +58.9% | +21.0% |
| 1Y | +22.4% | -42.6% | +65.0% | +24.0% |
| 3Y | +55.9% | -50.2% | +106.1% | +57.5% |
| All | +55.9% | -50.4% | +106.3% | +57.5% |
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 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