-59.5%
BUR vs VOO
+82.3%
-141.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.5% |
| 7D | +5.2% | +0.5% | +4.7% | +4.5% |
| 30D | +0.2% | -0.9% | +1.2% | +1.4% |
| 3M | 0.0% | +3.9% | -3.9% | -4.2% |
| 6M | -42.2% | +14.5% | -56.8% | -49.5% |
| YTD | -49.7% | +13.0% | -62.6% | -55.3% |
| 1Y | -64.7% | +19.4% | -84.2% | -70.4% |
| 3Y | -71.2% | +78.9% | -150.1% | -83.5% |
| 5Y | -59.5% | +82.3% | -141.7% | -77.3% |
| All | -59.5% | +82.3% | -141.8% | -77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling