+103.4%
BURL vs VLTO
+54.7%
+48.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.6% | +7.1% | +7.5% |
| 7D | +10.4% | +13.8% | -3.4% | +4.8% |
| 30D | -4.9% | +21.2% | -26.1% | -12.1% |
| 3M | -29.8% | +21.5% | -51.2% | -35.2% |
| 6M | -16.5% | +33.0% | -49.4% | -26.1% |
| YTD | -10.5% | +17.8% | -28.3% | -16.5% |
| 1Y | -5.3% | +18.1% | -23.4% | -12.2% |
| 3Y | +95.1% | +67.6% | +27.5% | +42.0% |
| All | +103.4% | +54.7% | +48.6% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling