-74.1%
BORR vs VOO
+185.7%
-259.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | +16.7% | +0.1% | +16.7% | +16.4% |
| 3M | -10.1% | +2.0% | -12.1% | -13.1% |
| 6M | -22.5% | +13.0% | -35.6% | -36.0% |
| YTD | +12.7% | +13.6% | -0.9% | -7.4% |
| 1Y | +50.8% | +20.1% | +30.8% | +15.0% |
| 3Y | -31.7% | +77.6% | -109.2% | -69.9% |
| 5Y | +205.8% | +82.4% | +123.4% | +28.7% |
| All | -74.1% | +185.7% | -259.7% | -93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling