-12.0%
BURL vs VLTO
-8.3%
-3.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.6% |
| 7D | -2.8% | -2.3% | -0.5% | -2.8% |
| 30D | -28.2% | -0.9% | -27.3% | -28.1% |
| 3M | -17.6% | +13.8% | -31.4% | -17.0% |
| 6M | -11.8% | +2.0% | -13.8% | -12.1% |
| YTD | -8.1% | -3.2% | -5.0% | -10.0% |
| 1Y | -12.0% | -9.2% | -2.8% | -11.7% |
| All | -12.0% | -8.3% | -3.7% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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