-84.9%
BGS vs VOO
+317.9%
-402.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.3% | +4.1% | +5.4% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | +10.8% | -3.3% | +14.1% | +12.4% |
| 3M | -22.0% | -2.4% | -19.6% | -21.3% |
| 6M | -47.5% | +2.6% | -50.1% | -48.2% |
| YTD | -32.1% | +11.3% | -43.4% | -35.3% |
| 1Y | -33.9% | +13.4% | -47.4% | -37.5% |
| 3Y | -56.6% | +80.3% | -136.9% | -67.0% |
| 5Y | -86.7% | +72.7% | -159.4% | -89.8% |
| 10Y | -84.9% | +310.0% | -395.0% | -93.1% |
| All | -84.9% | +317.9% | -402.8% | -93.1% |
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