+97.4%
BURL vs VLTO
+54.1%
+43.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | +3.5% | +12.0% | -8.5% | -1.2% |
| 30D | -9.3% | +20.8% | -30.1% | -16.0% |
| 3M | -32.1% | +20.1% | -52.2% | -37.0% |
| 6M | -19.8% | +32.6% | -52.4% | -29.0% |
| YTD | -13.2% | +17.3% | -30.5% | -18.8% |
| 1Y | -7.8% | +17.3% | -25.1% | -14.2% |
| 3Y | +89.3% | +66.9% | +22.4% | +38.1% |
| All | +97.4% | +54.1% | +43.3% | +52.9% |
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