+902.7%
BURL vs VEU
+137.5%
+765.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.7% | +0.7% | +0.6% |
| 7D | +3.5% | -3.4% | +6.9% | +7.1% |
| 30D | -9.3% | -5.6% | -3.7% | -4.1% |
| 3M | -32.1% | -6.2% | -25.9% | -27.9% |
| 6M | -19.8% | -2.0% | -17.8% | -18.8% |
| YTD | -13.2% | +8.5% | -21.6% | -20.9% |
| 1Y | -7.8% | +12.1% | -19.9% | -18.7% |
| 3Y | +89.3% | +64.7% | +24.6% | +14.1% |
| 5Y | -15.8% | +45.3% | -61.1% | -42.4% |
| 10Y | +262.2% | +142.3% | +119.9% | +65.1% |
| All | +902.7% | +137.5% | +765.1% | +348.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling