+221.9%
BURL vs VO
+197.6%
+24.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -1.6% | +3.1% | -4.7% | -5.0% |
| 30D | -7.7% | +2.2% | -9.9% | -10.0% |
| 3M | -31.7% | -2.5% | -29.2% | -29.5% |
| 6M | -15.2% | +7.0% | -22.1% | -21.6% |
| YTD | -15.9% | +14.0% | -29.9% | -27.8% |
| 1Y | -14.2% | +15.6% | -29.9% | -27.8% |
| 3Y | +93.5% | +66.2% | +27.3% | +7.9% |
| 5Y | -9.9% | +36.6% | -46.5% | -36.4% |
| All | +221.9% | +197.6% | +24.3% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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