-86.6%
BCG vs VOO
+50.3%
-137.0%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +5.9% |
| 7D | -5.3% | -0.4% | -4.9% | -5.2% |
| 30D | -6.7% | -1.4% | -5.3% | -6.3% |
| 3M | -20.2% | +3.7% | -23.9% | -20.8% |
| 6M | -35.3% | +13.0% | -48.3% | -37.0% |
| YTD | -55.9% | +12.4% | -68.4% | -56.9% |
| 1Y | -31.0% | +18.6% | -49.6% | -32.6% |
| All | -86.6% | +50.3% | -137.0% | -83.5% |
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