-63.9%
BGI vs VOO
+21.4%
-85.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +28.8% | +1.0% | +27.8% | +28.4% |
| 7D | -14.3% | +0.3% | -14.6% | -14.5% |
| 30D | -46.4% | +3.0% | -49.4% | -46.8% |
| 3M | -50.2% | +2.8% | -53.0% | -50.4% |
| 6M | -58.3% | +14.3% | -72.6% | -61.0% |
| YTD | -66.7% | +14.0% | -80.7% | -68.4% |
| All | -63.9% | +21.4% | -85.2% | -54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling