+96.2%
VTRS vs BURL
-11.9%
+108.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.6% |
| 7D | +9.0% | +0.4% | +8.5% | +8.9% |
| 30D | +19.8% | -4.3% | +24.2% | +20.4% |
| 3M | +29.3% | -28.8% | +58.1% | +34.7% |
| 6M | +22.2% | -12.8% | +35.0% | +23.3% |
| YTD | +69.9% | -12.8% | +82.7% | +72.2% |
| All | +96.2% | -11.9% | +108.1% | +97.9% |
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