-32.6%
BORR vs VOO
+77.0%
-109.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.5% |
| 7D | -10.6% | -0.4% | -10.2% | -10.2% |
| 30D | +3.4% | -1.4% | +4.7% | +5.3% |
| 3M | -5.7% | +3.7% | -9.4% | -11.3% |
| 6M | -22.8% | +13.0% | -35.8% | -36.5% |
| YTD | +6.7% | +12.4% | -5.7% | -11.3% |
| 1Y | +41.4% | +18.6% | +22.9% | +8.8% |
| All | -32.6% | +77.0% | -109.5% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling