-66.4%
BUR vs VOO
+68.0%
-134.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.3% | -9.6% | -9.7% |
| 7D | +5.6% | -2.7% | +8.3% | +9.1% |
| 30D | +2.6% | -5.4% | +7.9% | +9.4% |
| 3M | -16.5% | -4.1% | -12.5% | -12.3% |
| 6M | -31.3% | +0.7% | -32.1% | -31.8% |
| YTD | -59.2% | +8.7% | -67.9% | -62.1% |
| 1Y | -59.8% | +11.0% | -70.8% | -63.5% |
| 3Y | -72.0% | +75.5% | -147.5% | -83.6% |
| All | -66.4% | +68.0% | -134.4% | -80.0% |
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