-87.4%
BCG vs VOO
+51.0%
-138.4%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.5% |
| 7D | -11.8% | +0.5% | -12.3% | -11.9% |
| 30D | -11.1% | -0.9% | -10.2% | -10.9% |
| 3M | -26.4% | +3.9% | -30.3% | -27.0% |
| 6M | -43.9% | +14.5% | -58.5% | -45.6% |
| YTD | -58.3% | +13.0% | -71.3% | -59.3% |
| 1Y | -30.6% | +19.4% | -50.1% | -32.3% |
| All | -87.4% | +51.0% | -138.4% | -84.4% |
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