+255.1%
BURL vs VEU
+147.4%
+107.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +1.2% |
| 7D | +7.7% | +0.8% | +6.9% | +6.9% |
| 30D | -7.1% | -1.6% | -5.5% | -5.5% |
| 3M | -30.3% | -4.2% | -26.1% | -27.1% |
| 6M | -15.5% | -1.5% | -14.0% | -14.8% |
| YTD | -11.0% | +11.7% | -22.7% | -22.5% |
| 1Y | -8.4% | +15.6% | -24.0% | -23.4% |
| 3Y | +96.7% | +71.7% | +24.9% | +4.4% |
| 5Y | -14.1% | +49.5% | -63.5% | -46.3% |
| 10Y | +255.1% | +145.6% | +109.4% | +53.8% |
| All | +255.1% | +147.4% | +107.6% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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