+155.9%
BGC vs VOO
+314.4%
-158.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.2% |
| 7D | -0.2% | -0.9% | +0.7% | +1.1% |
| 30D | -3.1% | -2.3% | -0.8% | -0.4% |
| 3M | +10.9% | -1.2% | +12.1% | +12.5% |
| 6M | +0.5% | +3.3% | -2.9% | -4.0% |
| YTD | +26.7% | +12.3% | +14.4% | +9.4% |
| 1Y | +24.1% | +12.5% | +11.6% | +6.9% |
| 3Y | +82.9% | +79.2% | +3.7% | -9.8% |
| 5Y | +139.1% | +75.7% | +63.4% | +21.2% |
| 10Y | +155.9% | +313.7% | -157.8% | -50.9% |
| All | +155.9% | +314.4% | -158.5% | -50.9% |
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 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