-12.1%
BURL price history and return analytics
+60.6%
-72.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.0% | +5.6% |
| 7D | +10.4% | -0.3% | +10.7% | +10.9% |
| 30D | -4.9% | -1.4% | -3.5% | -3.3% |
| 3M | -29.8% | -1.4% | -28.4% | -28.6% |
| 6M | -16.5% | +5.5% | -21.9% | -22.4% |
| YTD | -10.5% | +12.8% | -23.4% | -24.0% |
| 1Y | -5.3% | +15.4% | -20.7% | -22.1% |
| 3Y | +95.1% | +76.9% | +18.2% | -8.8% |
| 5Y | -12.1% | +60.4% | -72.5% | -52.3% |
| All | -12.1% | +60.6% | -72.6% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling