-99.4%
BGL vs VOO
+22.5%
-121.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.3% | +8.0% | +7.5% |
| 7D | -0.8% | -2.7% | +1.9% | +7.9% |
| 30D | -36.8% | -5.4% | -31.4% | -25.9% |
| 3M | -35.7% | -4.1% | -31.7% | -27.5% |
| 6M | -90.2% | +0.7% | -90.9% | -90.6% |
| YTD | -93.9% | +8.7% | -102.6% | -95.3% |
| 1Y | -98.2% | +11.0% | -109.1% | -98.7% |
| All | -99.4% | +22.5% | -121.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling