+252.5%
BURL vs VEU
+144.2%
+108.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.5% |
| 7D | +5.9% | +0.5% | +5.3% | +5.4% |
| 30D | -8.3% | -2.3% | -6.0% | -6.0% |
| 3M | -31.6% | -4.4% | -27.3% | -28.4% |
| 6M | -16.6% | -2.2% | -14.4% | -15.3% |
| YTD | -12.1% | +10.9% | -23.0% | -22.9% |
| 1Y | -10.0% | +13.4% | -23.3% | -23.1% |
| 3Y | +94.3% | +69.7% | +24.6% | +4.5% |
| 5Y | -13.2% | +50.0% | -63.2% | -46.0% |
| 10Y | +252.5% | +145.8% | +106.8% | +56.5% |
| All | +252.5% | +144.2% | +108.4% | +56.5% |
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