-53.2%
BUR price history and return analytics
+114.0%
-167.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.9% |
| 7D | +5.4% | -0.1% | +5.5% | +5.6% |
| 30D | +4.7% | -0.7% | +5.3% | +5.6% |
| 3M | +0.9% | +4.0% | -3.1% | -3.8% |
| 6M | -45.1% | +12.3% | -57.4% | -51.6% |
| YTD | -49.1% | +14.0% | -63.1% | -55.8% |
| 1Y | -63.8% | +20.3% | -84.1% | -70.4% |
| 3Y | -70.9% | +75.4% | -146.4% | -84.0% |
| 5Y | -58.3% | +66.0% | -124.2% | -75.7% |
| All | -53.2% | +114.0% | -167.2% | -79.7% |
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