-53.2%
BUR vs VOO
+137.5%
-190.7%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +5.4% | -0.4% | +5.8% | +5.8% |
| 30D | +4.7% | -1.4% | +6.0% | +6.4% |
| 3M | +0.9% | +3.7% | -2.8% | -3.1% |
| 6M | -45.1% | +13.0% | -58.1% | -51.2% |
| YTD | -49.1% | +12.4% | -61.5% | -54.4% |
| 1Y | -63.8% | +18.6% | -82.4% | -69.2% |
| 3Y | -70.9% | +78.1% | -149.0% | -83.1% |
| 5Y | -58.3% | +82.3% | -140.5% | -76.4% |
| All | -53.2% | +137.5% | -190.7% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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