-55.5%
BUR vs VT
+15.2%
-70.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.7% | +8.1% | +6.6% |
| 7D | +23.1% | -0.3% | +23.4% | +23.9% |
| 30D | +17.2% | -1.4% | +18.6% | +20.5% |
| 3M | -4.1% | -1.4% | -2.8% | -1.5% |
| 6M | -19.8% | +5.5% | -25.3% | -28.9% |
| YTD | -52.7% | +12.8% | -65.6% | -63.7% |
| 1Y | -55.5% | +15.4% | -70.9% | -67.0% |
| All | -55.5% | +15.2% | -70.7% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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