+251.8%
BURL vs VOO
+314.4%
-62.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.5% |
| 7D | -0.8% | -0.9% | +0.1% | +0.2% |
| 30D | -4.4% | -2.3% | -2.1% | -1.9% |
| 3M | -28.6% | -1.2% | -27.4% | -27.7% |
| 6M | -12.3% | +3.3% | -15.6% | -15.8% |
| YTD | -11.3% | +12.3% | -23.6% | -22.5% |
| 1Y | -10.4% | +12.5% | -22.9% | -22.1% |
| 3Y | +96.1% | +79.2% | +16.9% | +1.2% |
| 5Y | -5.0% | +75.7% | -80.7% | -49.4% |
| 10Y | +251.8% | +313.7% | -61.9% | -2.1% |
| All | +251.8% | +314.4% | -62.6% | -2.1% |
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