-99.4%
BGL vs VOO
+25.4%
-124.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -6.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.2% |
| 30D | -31.2% | -3.3% | -27.9% | -24.0% |
| 3M | -38.4% | -2.4% | -36.0% | -33.8% |
| 6M | -89.5% | +2.6% | -92.1% | -90.4% |
| YTD | -93.9% | +11.3% | -105.2% | -95.6% |
| 1Y | -98.4% | +13.4% | -111.8% | -98.9% |
| All | -99.4% | +25.4% | -124.8% | -99.9% |
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