+216.9%
BURL vs VOO
+316.2%
-99.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.0% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -28.2% | +0.1% | -28.2% | -28.3% |
| 3M | -17.6% | +2.0% | -19.6% | -19.7% |
| 6M | -11.8% | +13.0% | -24.8% | -23.4% |
| YTD | -8.1% | +13.6% | -21.7% | -20.8% |
| 1Y | -12.0% | +20.1% | -32.0% | -28.8% |
| 3Y | +63.3% | +77.6% | -14.3% | -14.7% |
| 5Y | -10.8% | +82.4% | -93.3% | -54.3% |
| All | +216.9% | +316.2% | -99.3% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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