-83.3%
BGS vs VOO
+317.2%
-400.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -5.4% | +0.5% | -6.0% | -5.7% |
| 30D | -6.3% | -0.9% | -5.3% | -5.9% |
| 3M | -10.6% | +3.9% | -14.5% | -12.2% |
| 6M | -35.9% | +14.5% | -50.4% | -39.6% |
| YTD | -18.4% | +13.0% | -31.4% | -22.7% |
| 1Y | -16.9% | +19.4% | -36.3% | -23.2% |
| 3Y | -58.1% | +78.9% | -136.9% | -68.1% |
| 5Y | -82.5% | +82.3% | -164.8% | -86.9% |
| All | -83.3% | +317.2% | -400.5% | -92.6% |
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