+221.1%
BG vs VOO
+810.0%
-588.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.4% |
| 7D | +3.1% | -0.8% | +3.9% | +3.7% |
| 30D | +10.2% | -1.1% | +11.3% | +11.0% |
| 3M | -1.7% | +3.9% | -5.6% | -4.7% |
| 6M | +1.0% | +13.6% | -12.7% | -8.9% |
| YTD | +39.9% | +12.7% | +27.2% | +26.9% |
| 1Y | +53.2% | +17.6% | +35.6% | +34.3% |
| 3Y | +16.3% | +77.3% | -61.0% | -27.5% |
| 5Y | +83.9% | +84.1% | -0.3% | +9.3% |
| 10Y | +165.1% | +323.5% | -158.4% | -22.7% |
| All | +221.1% | +810.0% | -588.9% | -51.9% |
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