+142.4%
BGR vs VOO
+325.3%
-182.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | +2.5% | -0.8% | +3.3% | +3.1% |
| 30D | +6.0% | -1.1% | +7.1% | +6.8% |
| 3M | +13.3% | +3.9% | +9.4% | +9.6% |
| 6M | +12.9% | +13.6% | -0.7% | +1.2% |
| YTD | +36.7% | +12.7% | +24.0% | +23.1% |
| 1Y | +40.2% | +17.6% | +22.6% | +21.7% |
| 3Y | +69.5% | +77.3% | -7.8% | +2.9% |
| 5Y | +176.9% | +84.1% | +92.8% | +59.6% |
| All | +142.4% | +325.3% | -182.9% | -35.9% |
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