-92.4%
BFRG vs VOO
+95.6%
-188.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.5% | +3.1% |
| 7D | +0.2% | -0.4% | +0.6% | +0.9% |
| 30D | -15.2% | -1.4% | -13.8% | -12.3% |
| 3M | -26.5% | +3.7% | -30.2% | -32.0% |
| 6M | -20.8% | +13.0% | -33.8% | -38.7% |
| YTD | -44.3% | +12.4% | -56.7% | -56.1% |
| 1Y | -61.9% | +18.6% | -80.5% | -72.4% |
| 3Y | -83.5% | +78.1% | -161.5% | -93.3% |
| All | -92.4% | +95.6% | -188.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling