+960.9%
BURL price history and return analytics
+282.4%
+678.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -2.8% | +0.4% | -3.2% | -3.3% |
| 30D | -28.2% | +1.0% | -29.1% | -29.0% |
| 3M | -17.6% | +2.4% | -20.0% | -20.1% |
| 6M | -11.8% | +12.0% | -23.8% | -22.8% |
| YTD | -8.1% | +15.3% | -23.5% | -22.4% |
| 1Y | -12.0% | +22.6% | -34.5% | -30.7% |
| 3Y | +63.3% | +74.7% | -11.4% | -13.0% |
| 5Y | -10.8% | +66.1% | -77.0% | -49.2% |
| 10Y | +215.9% | +225.0% | -9.1% | -4.3% |
| All | +960.9% | +282.4% | +678.5% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling