-88.4%
BCG vs VOO
+49.7%
-138.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.5% |
| 7D | 0.0% | +3.3% | -3.3% | -1.0% |
| 30D | +7.8% | -2.7% | +10.5% | +8.8% |
| 3M | -26.7% | -1.7% | -24.9% | -26.2% |
| 6M | -46.3% | +3.1% | -49.5% | -46.6% |
| YTD | -61.8% | +11.9% | -73.7% | -62.6% |
| 1Y | -25.7% | +12.1% | -37.7% | -27.1% |
| All | -88.4% | +49.7% | -138.1% | -85.7% |
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 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