+163.3%
BGR vs VOO
+812.0%
-648.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.8% |
| 7D | 0.0% | +0.5% | -0.5% | -0.5% |
| 30D | +10.1% | -0.9% | +11.1% | +10.9% |
| 3M | +11.5% | +3.9% | +7.6% | +7.2% |
| 6M | +14.9% | +14.5% | +0.4% | +0.8% |
| YTD | +35.2% | +13.0% | +22.2% | +19.8% |
| 1Y | +40.1% | +19.4% | +20.6% | +17.8% |
| 3Y | +67.0% | +78.9% | -11.9% | -5.2% |
| 5Y | +175.6% | +82.3% | +93.4% | +50.1% |
| 10Y | +138.5% | +314.2% | -175.7% | -45.4% |
| All | +163.3% | +812.0% | -648.7% | -73.9% |
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 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