+240.7%
BURL price history and return analytics
+215.5%
+25.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.9% |
| 7D | +4.1% | -2.3% | +6.4% | +7.1% |
| 30D | -9.5% | -5.0% | -4.5% | -3.9% |
| 3M | -33.5% | -4.9% | -28.6% | -29.5% |
| 6M | -22.1% | -1.5% | -20.5% | -21.1% |
| YTD | -14.6% | +8.5% | -23.1% | -23.3% |
| 1Y | -8.4% | +11.4% | -19.7% | -20.5% |
| 3Y | +86.6% | +70.1% | +16.5% | -2.9% |
| 5Y | -17.2% | +53.7% | -70.9% | -50.6% |
| All | +240.7% | +215.5% | +25.2% | +15.4% |
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