-88.1%
BCG vs VOO
+50.2%
-138.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +5.2% |
| 7D | -2.6% | -0.9% | -1.7% | -2.3% |
| 30D | +9.7% | -2.3% | +12.1% | +10.5% |
| 3M | -13.4% | -1.2% | -12.2% | -13.0% |
| 6M | -47.2% | +3.3% | -50.5% | -47.5% |
| YTD | -60.8% | +12.3% | -73.1% | -61.6% |
| 1Y | -19.9% | +12.5% | -32.4% | -21.5% |
| All | -88.1% | +50.2% | -138.3% | -85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling