+960.9%
BURL vs VEU
+158.9%
+802.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.1% |
| 7D | -2.8% | +1.1% | -3.9% | -3.9% |
| 30D | -28.2% | +2.2% | -30.3% | -29.7% |
| 3M | -17.6% | +3.0% | -20.6% | -20.3% |
| 6M | -11.8% | +10.9% | -22.6% | -20.9% |
| YTD | -8.1% | +18.2% | -26.3% | -22.9% |
| 1Y | -12.0% | +28.3% | -40.2% | -31.9% |
| 3Y | +63.3% | +74.6% | -11.3% | -6.7% |
| 5Y | -10.8% | +56.4% | -67.2% | -43.2% |
| 10Y | +215.9% | +153.0% | +62.9% | +35.4% |
| All | +960.9% | +158.9% | +802.0% | +336.9% |
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