-14.2%
BURL vs VEU
+12.4%
-26.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | -1.6% | +2.1% | -3.7% | -2.8% |
| 30D | -7.7% | -0.9% | -6.8% | -7.3% |
| 3M | -31.7% | -5.4% | -26.3% | -29.5% |
| 6M | -15.2% | -1.8% | -13.4% | -14.7% |
| YTD | -15.9% | +10.9% | -26.9% | -22.5% |
| 1Y | -14.2% | +13.6% | -27.8% | -21.4% |
| All | -14.2% | +12.4% | -26.6% | -21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling