-75.9%
BGI vs VOO
+817.1%
-893.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -0.4% | -11.1% | -11.3% |
| 7D | -14.4% | +0.1% | -14.5% | -14.2% |
| 30D | -52.6% | +2.6% | -55.2% | -53.6% |
| 3M | -57.3% | +2.0% | -59.3% | -58.1% |
| 6M | -64.5% | +13.0% | -77.5% | -67.5% |
| YTD | -70.5% | +13.6% | -84.1% | -73.1% |
| 1Y | -68.0% | +20.1% | -88.1% | -72.0% |
| 3Y | -92.1% | +77.6% | -169.7% | -94.7% |
| 5Y | -90.1% | +82.4% | -172.5% | -93.6% |
| 10Y | -85.1% | +316.8% | -401.9% | -93.5% |
| All | -75.9% | +817.1% | -893.0% | -87.8% |
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