-82.7%
BBGI vs VOO
+325.3%
-408.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -8.3% | -0.8% | -7.5% | -7.6% |
| 30D | -26.6% | -1.1% | -25.5% | -25.8% |
| 3M | -32.2% | +3.9% | -36.1% | -34.5% |
| 6M | +307.9% | +13.6% | +294.3% | +270.2% |
| YTD | +218.4% | +12.7% | +205.7% | +191.0% |
| 1Y | +211.5% | +17.6% | +193.9% | +176.3% |
| 3Y | -12.4% | +77.3% | -89.7% | -45.3% |
| 5Y | -68.6% | +84.1% | -152.7% | -81.4% |
| All | -82.7% | +325.3% | -408.0% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling