-5.3%
BURL vs VCLT
-3.2%
-2.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.0% | +6.7% | +6.6% |
| 7D | +10.4% | +0.4% | +10.0% | +9.9% |
| 30D | -4.9% | +3.9% | -8.9% | -8.5% |
| 3M | -29.8% | -1.9% | -27.8% | -28.2% |
| 6M | -16.5% | -2.6% | -13.8% | -14.5% |
| YTD | -10.5% | -3.1% | -7.4% | -9.2% |
| 1Y | -5.3% | -3.6% | -1.8% | -3.9% |
| All | -5.3% | -3.2% | -2.1% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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