+22.2%
BDVG vs VOO
+21.4%
+0.8%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | +1.5% | +0.3% | +1.2% | +1.3% |
| 30D | +0.4% | +0.2% | +0.1% | +0.3% |
| 3M | +6.2% | +2.8% | +3.4% | +4.9% |
| 6M | +12.3% | +14.3% | -1.9% | +4.8% |
| YTD | +19.7% | +14.0% | +5.7% | +11.8% |
| All | +22.2% | +21.4% | +0.8% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling