+108.9%
BURL vs VLTO
+27.2%
+81.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.3% |
| 7D | -2.8% | -2.3% | -0.5% | -1.9% |
| 30D | -28.2% | -0.9% | -27.3% | -27.9% |
| 3M | -17.6% | +13.8% | -31.4% | -22.3% |
| 6M | -11.8% | +2.0% | -13.8% | -12.7% |
| YTD | -8.1% | -3.2% | -5.0% | -7.1% |
| 1Y | -12.0% | -9.2% | -2.8% | -8.1% |
| All | +108.9% | +27.2% | +81.7% | +75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling