-63.8%
BUR vs VOO
+18.9%
-82.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +2.1% |
| 7D | +5.4% | -0.4% | +5.8% | +6.2% |
| 30D | +4.7% | -1.4% | +6.0% | +7.9% |
| 3M | +0.9% | +3.7% | -2.8% | -7.4% |
| 6M | -45.1% | +13.0% | -58.1% | -59.9% |
| YTD | -49.1% | +12.4% | -61.5% | -62.5% |
| 1Y | -63.8% | +18.6% | -82.4% | -74.8% |
| All | -63.8% | +18.9% | -82.7% | -74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling