+17.0%
BGRN vs VOO
+221.5%
-204.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.7% | -2.0% | +1.3% | -0.6% |
| 30D | -0.7% | -1.7% | +1.0% | -0.6% |
| 3M | -0.8% | +4.7% | -5.5% | -1.0% |
| 6M | -0.9% | +12.6% | -13.5% | -1.5% |
| YTD | -0.5% | +11.8% | -12.3% | -1.1% |
| 1Y | +0.4% | +17.5% | -17.2% | -0.4% |
| 3Y | +15.0% | +77.0% | -62.0% | +12.1% |
| 5Y | +0.2% | +82.6% | -82.4% | -2.9% |
| All | +17.0% | +221.5% | -204.5% | +13.5% |
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