-70.7%
BUR vs VOO
+78.4%
-149.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | 0.0% |
| 7D | -1.1% | +0.1% | -1.1% | -1.1% |
| 30D | +3.6% | -3.3% | +6.9% | +8.8% |
| 3M | -16.1% | -2.4% | -13.7% | -13.1% |
| 6M | -26.8% | +2.6% | -29.4% | -29.5% |
| YTD | -57.8% | +11.3% | -69.1% | -63.2% |
| 1Y | -58.0% | +13.4% | -71.5% | -64.3% |
| 3Y | -70.7% | +80.3% | -151.0% | -87.6% |
| All | -70.7% | +78.4% | -149.2% | -87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling