+206.5%
BURL vs ITOT
+292.7%
-86.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -3.1% |
| 7D | -2.6% | +0.7% | -3.2% | -3.3% |
| 30D | -30.8% | -1.1% | -29.7% | -29.9% |
| 3M | -18.7% | +3.9% | -22.5% | -22.3% |
| 6M | -16.4% | +14.7% | -31.2% | -28.8% |
| YTD | -11.6% | +13.3% | -24.9% | -23.7% |
| 1Y | -12.0% | +19.1% | -31.1% | -28.4% |
| 3Y | +63.6% | +77.3% | -13.7% | -15.2% |
| 5Y | -12.6% | +74.1% | -86.7% | -53.2% |
| 10Y | +206.5% | +293.1% | -86.6% | -29.8% |
| All | +206.5% | +292.7% | -86.2% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling