+313.6%
VOO vs BURL
+250.5%
+63.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.7% |
| 30D | -2.3% | -4.4% | +2.1% | -1.5% |
| 3M | -1.2% | -28.6% | +27.4% | +5.4% |
| 6M | +3.3% | -12.3% | +15.6% | +5.1% |
| YTD | +12.3% | -11.3% | +23.6% | +13.5% |
| 1Y | +12.5% | -10.4% | +22.9% | +13.0% |
| 3Y | +79.2% | +96.1% | -16.9% | +47.2% |
| 5Y | +75.7% | -5.0% | +80.7% | +63.4% |
| All | +313.6% | +250.5% | +63.2% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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