-92.5%
BFRG vs VOO
+94.4%
-187.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | +0.1% |
| 7D | -0.8% | -2.0% | +1.2% | +3.6% |
| 30D | -16.9% | -1.7% | -15.3% | -13.6% |
| 3M | -28.3% | +4.7% | -33.1% | -35.0% |
| 6M | -23.5% | +12.6% | -36.0% | -40.2% |
| YTD | -45.0% | +11.8% | -56.7% | -56.1% |
| 1Y | -61.4% | +17.5% | -79.0% | -71.6% |
| 3Y | -83.7% | +77.0% | -160.7% | -93.3% |
| All | -92.5% | +94.4% | -187.0% | -97.0% |
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