+53.2%
BORR vs VT
+23.4%
+29.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -5.3% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +14.7% | +0.8% | +13.9% | +13.5% |
| 3M | -8.9% | +2.8% | -11.7% | -12.0% |
| 6M | -20.5% | +13.0% | -33.5% | -31.9% |
| YTD | +14.4% | +15.4% | -1.0% | -7.0% |
| All | +53.2% | +23.4% | +29.8% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling