-98.9%
BGL vs VOO
+26.7%
-125.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +5.7% |
| 7D | +9.2% | -0.4% | +9.6% | +10.2% |
| 30D | +13.3% | -1.4% | +14.7% | +17.5% |
| 3M | -63.8% | +3.7% | -67.5% | -68.1% |
| 6M | -87.5% | +13.0% | -100.6% | -91.7% |
| YTD | -88.9% | +12.4% | -101.3% | -92.3% |
| 1Y | -97.4% | +18.6% | -116.0% | -98.7% |
| All | -98.9% | +26.7% | -125.6% | -99.8% |
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 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