+13.5%
VT vs BURL
-11.4%
+24.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | 0.0% |
| 7D | -1.6% | +2.0% | -3.6% | -1.8% |
| 30D | -2.5% | -12.9% | +10.4% | -1.3% |
| 3M | -1.3% | -34.9% | +33.5% | +2.5% |
| 6M | +3.1% | -24.6% | +27.7% | +5.2% |
| YTD | +10.9% | -16.9% | +27.9% | +12.9% |
| All | +13.5% | -11.4% | +24.9% | +15.4% |
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