+902.7%
BURL vs VOO
+443.8%
+458.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.4% | +1.8% |
| 7D | +3.5% | -4.7% | +8.2% | +9.1% |
| 30D | -9.3% | -5.9% | -3.4% | -3.2% |
| 3M | -32.1% | -4.5% | -27.6% | -28.7% |
| 6M | -19.8% | +1.9% | -21.7% | -21.7% |
| YTD | -13.2% | +8.4% | -21.6% | -20.9% |
| 1Y | -7.8% | +9.5% | -17.3% | -17.1% |
| 3Y | +89.3% | +75.3% | +14.0% | +2.1% |
| 5Y | -15.8% | +67.9% | -83.7% | -51.8% |
| 10Y | +262.2% | +314.4% | -52.3% | -14.4% |
| All | +902.7% | +443.8% | +458.9% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling