-38.2%
BGS vs VOO
+78.5%
-116.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +40.0% | +2.6% | +37.4% | +39.2% |
| 30D | +44.6% | -2.0% | +46.6% | +45.4% |
| 3M | -1.9% | -2.8% | +0.9% | -1.2% |
| 6M | -15.8% | +2.2% | -17.9% | -16.3% |
| YTD | -10.7% | +11.5% | -22.2% | -13.4% |
| 1Y | -11.9% | +13.5% | -25.4% | -15.0% |
| 3Y | -38.2% | +78.1% | -116.2% | -66.0% |
| All | -38.2% | +78.5% | -116.6% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling