+77.4%
VTV vs BURL
-7.3%
+84.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.2% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +3.8% | -4.3% | +8.1% | +4.3% |
| 3M | +1.7% | -28.8% | +30.5% | +5.9% |
| 6M | +10.9% | -12.8% | +23.7% | +12.2% |
| YTD | +21.7% | -12.8% | +34.5% | +22.9% |
| 1Y | +23.4% | -12.3% | +35.6% | +24.1% |
| 3Y | +78.0% | +92.7% | -14.7% | +58.3% |
| 5Y | +77.4% | -6.5% | +84.0% | +67.7% |
| All | +77.4% | -7.3% | +84.7% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling