+86.6%
BURL vs VOO
+75.5%
+11.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.9% |
| 7D | +4.1% | -2.7% | +6.8% | +7.2% |
| 30D | -9.5% | -5.4% | -4.1% | -4.0% |
| 3M | -33.5% | -4.1% | -29.5% | -30.6% |
| 6M | -22.1% | +0.7% | -22.8% | -23.2% |
| YTD | -14.6% | +8.7% | -23.3% | -22.8% |
| 1Y | -8.4% | +11.0% | -19.3% | -19.2% |
| 3Y | +86.6% | +75.5% | +11.1% | +10.3% |
| All | +86.6% | +75.5% | +11.1% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling