-68.8%
BBGI vs VOO
+81.3%
-150.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.2% |
| 7D | -11.9% | -2.0% | -9.9% | -10.5% |
| 30D | -28.7% | -1.7% | -27.0% | -27.7% |
| 3M | -31.0% | +4.7% | -35.8% | -33.3% |
| 6M | +298.5% | +12.6% | +285.9% | +268.8% |
| YTD | +217.4% | +11.8% | +205.6% | +194.9% |
| 1Y | +225.8% | +17.5% | +208.3% | +198.0% |
| 3Y | -16.3% | +77.0% | -93.3% | -36.7% |
| All | -68.8% | +81.3% | -150.1% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling