-62.3%
BUR vs VOO
+135.5%
-197.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.8% |
| 7D | +0.6% | +2.6% | -2.0% | -2.3% |
| 30D | +9.7% | -2.0% | +11.7% | +12.2% |
| 3M | -18.1% | -2.8% | -15.4% | -15.5% |
| 6M | -18.9% | +2.2% | -21.0% | -20.6% |
| YTD | -59.0% | +11.5% | -70.5% | -62.9% |
| 1Y | -58.0% | +13.5% | -71.5% | -62.7% |
| 3Y | -72.8% | +78.1% | -150.9% | -84.2% |
| 5Y | -66.6% | +73.1% | -139.7% | -80.2% |
| All | -62.3% | +135.5% | -197.8% | -83.5% |
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