-61.2%
BUR price history and return analytics
+108.9%
-170.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +0.1% |
| 7D | -1.1% | +0.4% | -1.4% | -1.4% |
| 30D | +3.6% | -2.6% | +6.2% | +7.2% |
| 3M | -16.1% | -3.2% | -12.8% | -12.4% |
| 6M | -26.8% | +0.9% | -27.8% | -27.5% |
| YTD | -57.8% | +11.3% | -69.2% | -62.3% |
| 1Y | -58.0% | +14.0% | -72.0% | -63.4% |
| 3Y | -70.7% | +75.8% | -146.6% | -83.8% |
| 5Y | -65.3% | +57.8% | -123.1% | -78.6% |
| All | -61.2% | +108.9% | -170.1% | -82.7% |
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