+11.3%
VOO vs BURL
-10.6%
+21.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | -0.2% |
| 7D | -0.6% | +5.9% | -6.4% | -1.0% |
| 30D | -3.6% | -8.3% | +4.7% | -3.0% |
| 3M | -2.7% | -31.6% | +28.9% | +0.1% |
| 6M | +2.2% | -16.6% | +18.9% | +3.2% |
| YTD | +10.9% | -12.1% | +23.0% | +12.2% |
| 1Y | +11.3% | -10.0% | +21.3% | +12.6% |
| All | +11.3% | -10.6% | +21.9% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling