-69.9%
BBGI vs VOO
+812.0%
-881.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -9.4% | +0.5% | -9.9% | -9.8% |
| 30D | -22.8% | -0.9% | -21.9% | -22.2% |
| 3M | -19.1% | +3.9% | -23.0% | -21.7% |
| 6M | +310.1% | +14.5% | +295.6% | +272.0% |
| YTD | +240.5% | +13.0% | +227.6% | +212.5% |
| 1Y | +263.0% | +19.4% | +243.6% | +220.2% |
| 3Y | -10.2% | +78.9% | -89.1% | -43.3% |
| 5Y | -66.7% | +82.3% | -149.0% | -79.6% |
| 10Y | -80.7% | +314.2% | -394.9% | -93.7% |
| All | -69.9% | +812.0% | -881.9% | -97.3% |
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 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