-83.6%
BGS vs VOO
+315.3%
-398.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.3% |
| 7D | -5.8% | -0.4% | -5.4% | -5.7% |
| 30D | -4.4% | -1.4% | -3.0% | -3.8% |
| 3M | -13.8% | +3.7% | -17.5% | -15.2% |
| 6M | -38.1% | +13.0% | -51.1% | -41.3% |
| YTD | -19.6% | +12.4% | -32.1% | -23.7% |
| 1Y | -17.6% | +18.6% | -36.2% | -23.7% |
| 3Y | -58.7% | +78.1% | -136.8% | -68.5% |
| 5Y | -82.4% | +82.3% | -164.7% | -86.9% |
| 10Y | -83.6% | +322.5% | -406.1% | -92.7% |
| All | -83.6% | +315.3% | -398.9% | -92.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling