+86.6%
BURL vs VEU
+64.7%
+21.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.8% |
| 7D | +4.1% | -1.6% | +5.7% | +5.6% |
| 30D | -9.5% | -4.3% | -5.1% | -6.0% |
| 3M | -33.5% | -5.8% | -27.7% | -30.1% |
| 6M | -22.1% | -4.4% | -17.7% | -19.5% |
| YTD | -14.6% | +8.7% | -23.2% | -22.5% |
| 1Y | -8.4% | +12.6% | -21.0% | -19.9% |
| 3Y | +86.6% | +65.2% | +21.3% | +13.7% |
| All | +86.6% | +64.7% | +21.9% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling