-63.8%
BUR price history and return analytics
+109.0%
-172.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.4% |
| 7D | -12.6% | +2.9% | -15.5% | -15.7% |
| 30D | +0.6% | -2.5% | +3.1% | +3.9% |
| 3M | -21.0% | -3.3% | -17.7% | -17.5% |
| 6M | -23.8% | +1.5% | -25.3% | -25.0% |
| YTD | -60.7% | +11.4% | -72.0% | -64.8% |
| 1Y | -60.9% | +11.9% | -72.8% | -65.2% |
| 3Y | -73.9% | +73.9% | -147.7% | -85.4% |
| 5Y | -68.0% | +57.9% | -125.9% | -80.3% |
| All | -63.8% | +109.0% | -172.8% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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