+190.2%
BGC vs VOO
+315.3%
-125.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.4% |
| 7D | +2.9% | -0.4% | +3.2% | +3.3% |
| 30D | +18.7% | -1.4% | +20.1% | +20.6% |
| 3M | +11.3% | +3.7% | +7.6% | +6.1% |
| 6M | +28.8% | +13.0% | +15.7% | +10.5% |
| YTD | +37.3% | +12.4% | +24.9% | +18.3% |
| 1Y | +22.5% | +18.6% | +3.9% | -1.1% |
| 3Y | +145.2% | +78.1% | +67.2% | +21.7% |
| 5Y | +150.9% | +82.3% | +68.6% | +21.4% |
| 10Y | +190.2% | +322.5% | -132.3% | -48.2% |
| All | +190.2% | +315.3% | -125.1% | -48.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling