-16.5%
BURL price history and return analytics
+5.0%
-21.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.0% | +6.5% |
| 7D | +10.4% | -0.3% | +10.7% | +10.5% |
| 30D | -4.9% | -1.4% | -3.5% | -4.2% |
| 3M | -29.8% | -1.4% | -28.4% | -29.3% |
| 6M | -16.5% | +5.5% | -21.9% | -22.1% |
| All | -16.5% | +5.0% | -21.4% | -22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling